Chris Estrada has been working in the financial services industry for more than half a decade. Chris loves helping people gain clarity around the questions that really make an impact for them and their families. He joined EP Wealth Advisors in 2021 after five years as a financial advisor at Merrill Lynch, and previous roles at other firms in the industry. Chris’ key financial tip is that “a goal without at plan is just a wish”. Chris holds a Series 7 General Securities Representative license and a Series 63 Uniform Securities Agent license. When he’s not busy assisting clients with their financial goals, he enjoys playing football, volleyball, and hiking. A California native, he enjoys life in the Bay Area with his wife, Lisa, and their cat, Raisin.
California State University, Chico, B.A., Economics