Christopher Estrada

California State Icon Lafayette, California
Wealth Advisor
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About Christopher

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.

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Education

California State University, Chico, B.A., Economics

How can Christopher help?

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Christopher works in our Lafayette office in California, see their office information here.
Lafayette Office

Financial Tip

"A goal without at plan is just a wish."