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.
San Diego, CA 92130