Chris Eagles-Smith CFP®
Chris is a Senior Vice President and Partner, Wealth Management Services at Destination Wealth Management. He has been in the Investment Management industry since 2008. Chris began his career as an Investment Analyst at Brouwer & Janachowski, a boutique Registered Investment Advisor in Tiburon, CA working mainly with high-net-worth individuals. At Brouwer & Janachowski, Chris was responsible for researching investments, preparing meeting materials, trading in accounts and creating financial plans.
Prior to joining Destination Wealth Management, Chris was a Wealth Advisor at Polaris Wealth Advisors in San Francisco. His focus was on working with individuals gearing up for retirement to create a sound financial plan. He also worked with clients that held large concentrated stock positions helping them to diversify their holdings while limiting their tax impact.
Chris is a Bay Area native, having been born in San Francisco and raised in Marin County. Chris graduated from University of California, Irvine with a degree in Sociology. While attending UC Irvine, Chris spent a year in Bologna, Italy on a study abroad program. He has earned a Certificate in Personal Financial Planning from the University of California, Berkeley Extension and is a CERTIFIED FINANCIAL PLANNER™ professional. Chris is married and has a son.
*For more information about the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.