Chris is a Senior Wealth Advisor, 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.