Chris is an Investment Advisor Representative and a licensed insurance agent. He holds a Series 65 and is insurance licensed in 38 states. He works with clients around the country to help them grow their wealth while minimizing risk, taxes and fees. Chris is a fiduciary which means his client’s interests come first and are the highest priority. He delivers sophisticated portfolio management, personal relationships and holistic financial planning.
3525 Del Mar Heights Rd. #1052
San Diego, CA 92130