As a trusted advisor, Chris works with individuals, families and business owners to help them understand the importance of developing a strategic, long-term financial plan. In order to accomplish this, he takes the time to understand their values and visions for the future.
Whether it is insurance planning, wealth accumulation, management and preservation, retirement planning or leaving a legacy, every person, family and situation is unique and is provided customized and highly personalized solutions.
Through his association with NFP Advisor Services, LLC, Chris has had access to top providers and products including stocks, bonds, ETFs and alternative investment solutions through an open architecture platform and relationships with a wide array of financial product providers. These service offerings, while diverse, were driven by a single priority: the integrated wealth management needs of his clients. His resources meant that he could provide an approach that coordinated his planning with the tax and legal issues of his clients in both their personal and business lives.
Married to Nancy Taylor, a Certified Family Law Specialist, Chris and she are both native San Diegans. He attended the University of San Diego for undergraduate studies and the American College for graduate studies in the fields of Family Business Succession and Estate Planning and holds the designations of Certified Senior Advisor, Accredited Investment Fiduciary, and Certified Family Business Specialist.
Chris is an independent, licensed insurance broker providing life, health, long- term-care, disability, and property/casualty insurance services. Combined with wealth management he provides financial, investment and estate planning solutions that work together to support your unique needs and objectives.
* Certified Senior Advisor®: (CSAs) have supplemented their individual licenses, credentials and education with knowledge about aging and working with seniors. The CSA designation alone does not imply expertise in financial, health or social matters. For details, go to www.csa.us .
** Accredited Investment Fiduciary
*** Certified Family Business Specialist