Chris offers his clients industry expertise and is committed to providing personalized full-service planning. He helps clients pursue their financial goals by providing a comprehensive assessment and assisting with services such as retirement planning, income distribution, tax-advantaged investments, fixed and variable annuities, rollover strategies and trust and estate planning strategies.
"Since 2007, I have been working with clients to help them work toward their financial goals. The first step in the process is to listen to the goals of each client. Next, we create a financial plan through communication and education. Once the plan is implemented, I monitor it while working closely with the client to make any necessary changes.
My wife Jodi and I reside in La Quinta, Ca. with our two beautiful daughters. Most weekends are spent traveling Southern California to their club soccer matches. When not attending a soccer match I enjoy running and helping coach baseball at the local high school."
CA Insurance License 0F71685