Chris started his financial services career in the accounting industry, obtaining a CPA license in California and working in both the tax and audit department of a local firm. As a CPA working with a diverse clientele, Chris has firsthand knowledge of the myriad tax implications related to investing. His experience discerning worthwhile strategies has helped countless individuals, businesses, and non-profits navigate through the complexities of investing. This unique skill set, coupled with Chris’s passion for serving his clients, makes him an invaluable asset to the firm. Chris believes in making each client feel like his top priority, taking the time to review their financial picture, and implementing the most effective methods to achieve their financial goals.