Chris' Qualifications

Since starting in the financial services industry in 2004 I have earned a series of professional designations that I believe allow me to better serve my clients and understand their needs. Below is a brief description of the designations that I hold and am most proud of.

Certified Financial Planner™ (CFP®)

The CERTIFIED FINANCIAL PLANNERTM (CFP®) designation is considered the standard of excellence for financial planning. The designation was developed by the CFP Board, a non-profit organization whose mission is to ensure a high level of education, experience and ethics in the financial planning industry. The CFP Board developed the CFP® designation to help investors locate educated, tenured and ethical financial advisors who understand the complexities of the financial markets and are dedicated to making recommendations in the client's best interest.

Why Choose A CFP Professional

Certified Divorce Financial Analyst™ (CDFA®)*

Part of my practice is built around helping divorcees through the divorce process. As a Certified Divorce Financial Analyst™, I help my clients and their attorneys analyze and comprehend the financial issues of divorce. My goal as a CDFA® professional is to ensure that both the client and their attorney understand the long-term financial implications of a settlement.

About CDFA Professionals

Accredited Domestic Partnership Advisor, (ADPA®)

Earning the Accredited Domestic Partnership Advisor, designation has allowed me to better understand the investment planning needs that are specific to the LGBT community as well as those of couples who choose not to marry.

Investment Planning Solutions for Same-Sex Couples and Domestic Partners

*The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, DC, FL, GA, LA, MA, MD, ME, NC, NJ, PA, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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