As a Wealth Advisor with Reilly Financial Advisors, Christopher works to develop customized financial plans and strategies designed to help his clients reach their goals. Leveraging his knowledge of financial planning and investment strategies, he works closely with his clients to build strong relationships and be their trusted advisor along their journey.
Before working at Reilly Financial Advisors, Christopher worked as a Financial Advisor for a large wealth management firm. There, Christopher helped his clients define their goals and implement comprehensive financial plans designed to help them achieve their goals. Before his career as a Financial Advisor, Chris worked as a private client banker for two major American banks, providing custom-tailored banking and financial services to his clients.
Christopher received his bachelor’s degree in math and economics from the University of California, San Diego. He earned the FINRA Series 7, Series 63, and Series 65 licenses as well as his California Life, Health, and Accident Insurance License.
In his spare time, Chris loves traveling and exploring the outdoors. He loves exploring new countries as well as camping and hiking. He also loves playing sports, especially beach volleyball and soccer.
Why I do what I do:
From a very young age, I’ve always had a passion for helping people and building relationships, knowing that I would ultimately want to work in a field where I could make an impact on people’s lives. I truly have a passion for both developing strong relationships with my clients and the world of finance. The most fulfilling part of my job is witnessing a client of mine achieve their goals as a result of working with me.