Walnut Creek, California Office
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Chris’ key financial tip is that “a goal without a plan is just a wish.”
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Chris spent five years as a financial advisor at Merrill Lynch.
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Chris is a graduate of California State University, Chico, earning a B.A. in Economics. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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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.
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Personal healthcare costs are expected...