Chris brings more than 30 years of experience working with individuals, families, business owners and retirement plan participants. As an LPL Financial Advisor, Certified Financial Planner TM (CFP®), Accredited Investment Fiduciary TM (AIF®), he provides knowledge in comprehensive financial planning, investment management and retirement planning. Chris's philosophy when working with clients is to provide comprehensive financial strategies based on professional research and recommendations.
Chris believes that an educational approach to wealth planning helps his clients make more informed and confident decisions regarding their finances. He has taught classes on “Financial Strategies for a Successful Retirement” at local schools including California Lutheran University. He also follows his own advice where education is concerned, taking every opportunity to engage in ongoing financial education to further the knowledge and experience he is able to provide his clients.
Chris is a graduate of Ohio State University where he majored in accounting. He has lived in the Conejo Valley since 1987. Chris and his wife, Dana, have been married since 1989 and have three daughters: Meagan, Lauren and Elaine. He is an outdoor enthusiast who enjoys camping, fishing and hunting.
- Certified Financial Planner TM (CFP®)
- Accredited Investment Fiduciary TM (AIF®)
- Securities Registrations*:
- FINRA Series 24 (Registered Principal)
- FINRA Series 7 (General Securities Representative)
- FINRA Series 3 (Commodities and Futures Contracts registration)
- Life and Health Insurance license
*Securities registrations held through LPL Financial