Walnut Creek, California Office

    1333 N California Blvd
    Suite 100
    Walnut Creek, CA 94596

    Phone: (925) 283-2201

    Fax: (925) 283-8535

    Meet Our Team
    Christopher Estrada

    Christopher Estrada, CFP®

    Vice President, Advisor

    Walnut Creek, California

    Contact Christopher

    • Chris’ key financial tip is that “a goal without a plan is just a wish.”

    • Chris spent five years as a financial advisor at Merrill Lynch.

    • Chris is a graduate of California State University, Chico, earning a B.A. in Economics. He holds the CERTIFIED FINANCIAL PLANNER™ designation.

    • Chris enjoys playing football, volleyball, and hiking. A California native, he also enjoys life in the Bay Area with his wife, Lisa, and their cat, Raisin.

    WE KEEP YOU INFORMED

    You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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    The M.I.L.O Method: A Financial Planner’s Playbook for Concentrated Positions
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