Chris began his financial planning career in 1994 and has overseen and built financial planning teams for several Fortune 500 companies in Orange County, Los Angeles, San Diego, Phoenix and Atlanta.
Chris specializes in recruiting and developing Financial Advisors as well as working with clients in the area of Investments, Risk Management, Retirement Planning and Fee-based Planning. Chris is an exceptional leader, focused on the success of his clients, colleagues and team. He has received numerous awards throughout his 20+ year career for production, recruiting and management.
Chris earned his Bachelor of Science degree in Business Management Systems from Arizona State University. He is FINRA 7, 24, 65 registered and holds the designations of Certified Fund Specialist® (CFS®) and Certification in Long-Term Care (CLTC®). He is also a Certified Continuing Education (CE) / Continuing Professional Education (CPE) Instructor for Arizona & California.
Chris is very active in the financial and business community. He is an Ambassador with the Irvine Chamber of Commerce, VP of the Irvine Holistic Chamber of Commerce, a 10+ year member of NAIFA Orange County and Past-President of the OC Arizona State University Alumni Association.
Chris has a passion for helping people and regularly provides ‘Financial Wellness’ seminars for companies and does regular radio show appearances.
Chris grew up in Scottsdale, Arizona and now lives in Orange County, California with his wife Maureen and daughter Brooklyn. Chris and Maureen are participants in the City of Newport Beach Adopt-A-Beach program, helping to keep our beaches clean.
Registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. 4275 Executive Square Suite 400, La Jolla, CA 92037 (858) 558-7000
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies