Chris began his financial 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 Certified 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, member of the Finance Committee of the OC Hispanic Chamber of Commerce, VP of the Holistic Chamber of Commerce, a 10+ year member of NAIFA Orange County and Past-President of the OC Arizona State University Alumni Association.
Chris grew up in Scottsdale, Arizona and now lives in Newport Beach, 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.
Keeping track of finances using multiple websites, quarterly statements and piles of paperwork isn’t easy. There is a better and simpler way to see exactly what you own and what you owe.
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
- Insurance Strategies
- Investment Strategies