Chris is one of the Partners at Camino Advisors and assists with retirement planning, asset/liability financial planning, small business retirement plan analysis, concentrated stock risk management, and tax-efficient wealth management. He has been in the financial services industry for over 13 years and after beginning his career at large, institutional firms he found that the independent model is better suited for his goals. He enjoys sharing in the financial successes and achievements of his clients, along with the perpetual evolution of the industry.
In addition to his industry experience, Chris also brings various facets of professional training, including his BA in Business and MBA from the University of Pacific, his FINRA Series 7, 66, and 31 securities licenses, and his Chartered Retirement Planning Counselor (CRPC®) designation. All of this continued experience shows that Chris is both dedicated to educating himself and educating his clients on their financial decisions.
Chris and his wife recently welcomed their newborn, Elliott, into the world and grew their family of five (including the two dogs, Finn and Rigby). They are also active in Masters Water Polo in Los Gatos and are even traveling to the World Masters in Budapest, Hungary in August 2017. Chris also enjoys volunteering with the YMCA South Bay and Habitat for Humanity.