For over 22 years Chris has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, he has dedicated a career to delivering the personalized investment planning services that clients and their families have earned. Chris works with families and small to mid-sized businesses to provide integrated wealth management and planning services.

Chris holds the Series 7 and Series 66 registrations as well as the Certified Financial Planner® (CFP®) designation — identifying to the public that he has been authorized to use the CFP® certification marks, has met rigorous professional standards, and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Chris earned a Bachelor's degree from San Diego State University with a major in Economics and a minor in Business Finance, as well as a Certificate in Personal Financial Planning. He is married with three busy children and resides in Clovis, and is very active with the kids' school and sports activities.