Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Chris joined Merrill Lynch in 1984. His focus is helping clients develop sound, disciplined investment strategies that define specific financial objectives and provide a road map for attaining these objectives over time. He is meticulous in creating financial strategies tailored to each individual client to help navigate the life cycle of wealth. Chris believes in deep listening, client education, client service, regular client contact and personal attention.
Chris’ investment philosophy focuses on controlling those things that can be controlled, unemotional decision making, an emphasis on minimizing downside volatility and simplicity in a complex world. In addition to his own focus, Chris regularly works closely with internal specialists to help ensure his clients receive the highest form of advice to fit their unique situation. Additionally, he works closely with his clients' other trusted advisors including attorneys and CPAs to address their tax, trust and estate issues including wealth transfer strategies. Chris utilizes the resources of a big firm, but delivers with a small-town feel.
Chris graduated from UCLA in 1984 with a bachelor's degree in economics. Chris holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning. He obtained the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The Wharton Business School at the University of Pennsylvania. In addition, Chris holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the University of Chicago Booth School of Business.
Chris and his wife Dana, have two grown daughters and currently live in Monrovia, CA. He is involved in his community through the Monrovia Rotary Club, various youth soccer programs and The Adventurers' Club of Los Angeles. Chris is an avid triathlete and has completed nine Ironman triathlons.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.