Chris entered the financial services industry in 2008 and has been helping clients work toward financial security ever since. His true passion has been helping people prepare for the lifestyle they’ve envisioned now and through retirement. As a comprehensive CERTIFIED FINANCIAL PLANNER™, Chris understands the complex needs of his clients when it comes to preparing for their financial goals. His objective is to be the central point of contact that his clients can rely on to navigate all of their financial questions, manage their wealth, and develop rewarding long-term relationships. He currently resides in San Francisco with his wife Melanie and their two children Colin and Josie.