Chris brings over 13 years of experience in the financial industry to Sonoma Wealth Advisors. As a co-founder of Sonoma Wealth Advisors, he operates as the Chief Compliance and Investment Officer. Chris is passionate about investing and is continuously exploring proven strategies and techniques to assist clients in reaching their financial goals.
Chris is a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Investment Fiduciary™ (AIF®), a Certified Exit Planning Advisor (CEPA®) and a National Social Security Advisor™ (NSSA®). With these certifications, he's ready to help your family plan for today, tomorrow and beyond!
Chris previously worked for a large national bank serving business owners and high net worth individuals. During that time, he developed a reputation as a trusted partner for his many long-term clients. He began his career in 2006 with a large, family-owned commercial insurance agency, working with business owners to identify their risks and secure customized coverage from a wide range of insurance companies.
Chris relocated from Ohio to California in 2008 to seek sun and adventure in the West. As an avid reader, Chris enjoys the stories and the personalities behind the numbers. He understands that the best plan won’t work if it’s not a plan that will work for you, and that the decisions you face can be approached thoughtfully and strategically. Chris believes the best advice is the advice you’ll implement and see through life’s inevitable ups and downs.
Chris and his wife, Sandra, have 3 daughters and a son. He’s a graduate of The Ohio State University and holds a Bachelor of Science in Business Administration-Finance. In his free time, he enjoys mountain biking, skiing, and hiking with his family.
Interested in working with Chris?
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Looking for more?
Chris joined our life and money podcast, It's All Money, to ask an overlooked question: Why Does The Stock Market Even Exist?
See more It's All Money episodes with Chris and our team RIGHT HERE on YouTube, or audio on Apple Podcasts and Spotify.