Received MBA from University of Southern California
Enjoys helping clients pursue their goals
Chris & his wife have 3 sons
Will video conference with clients to make it easier
While growing up in a large Southern California family, Chris participated in various sports and community-based organizations. Raised by hardworking and goal-oriented parents with a passion for serving clients and the community, Chris has always been driven to follow in those footsteps and realizes shortcuts are not a part of life.
After receiving his MBA from the University of Southern California in 1996, Chris began his career in the financial industry as a senior manager for a private equity firm. After six years of experiencing/understanding the complexities of the deal-making side of the investment business, Chris took that knowledge and experience to the client-side of the financial services industry. He has worked in the Torrance office of Trilogy Financial Services since 2008, and he truly enjoys helping clients pursue their financial goals.
Chris and his wife Cari have three boys: Seamus, William and Charlie. All three boys are deeply involved in soccer, basketball and baseball in the local community. Chris enjoys coaching the boys as well as spending time with family and friends at the beach or on the river. He holds FINRA Series 6, 7, 63 registrations with LPL Financial, the Series 65 registration with Trilogy Capital, Inc., and also holds California Life Insurance and Real Estate Brokerage Licenses.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.