For over 27 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, financial planning and business retirement plan services.

Chris is a CFP^® Professional — he 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.

Additionally, Chris has the CEPA^® designation. The Certified Exit Planning Advisor (CEPA^®) program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology^™.

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, resides in Clovis, and is very active with the kids' school and sports activities.