Chris is a firm believer in the power of financial literacy and the importance of fiduciary responsibility. He brings a disciplined, client-centered approach to wealth management, helping individuals and families pursue their unique vision of Economic Freedom™. Chris finds deep fulfillment in being part of his clients’ financial journeys and making a lasting impact on their lives.
Chris began his career in wealth management in 2013, specializing in advising high-net-worth clients. Before joining Mercer Advisors, he held advisory roles at Fidelity Investments, where he focused on income and retirement planning, investment management, and tax-sensitive asset gifting, as well as at E*TRADE and U.S. Bank.
He earned his Bachelor of Arts degree from Southern New Hampshire University and holds the CERTIFIED FINANCIAL PLANNER® certification.
A South Bay native, Chris enjoys an active lifestyle that includes playing sports socially, weightlifting, and boxing. He also loves exploring new cuisines with his wife and daughter and embracing all that his hometown has to offer.
LA-Century City
1801 Century Park East Suite 1901 Los Angeles, CA 90067