Chief Wealth Manager
With Apriem Since 2017

Over the past decade, Chris has cultivated extensive expertise in financial planning tailored for high-net-worth and high-income families facing intricate estate challenges. His dedication to the field has earned him a spot on the 2023 Irvine Chamber of Commerce’s “40 Under 40” list, a testament to his contributions and rapid advancement within the industry. Chris specializes in guiding families through the complexities of wealth preservation and legacy planning, ensuring that all generations are equipped both technically and mentally to thrive. Additionally, Chris has played a pivotal role in developing Apriem’s educational initiatives, including an internship program that recruits talent nationwide and offers various educational resources for our clients’ younger generations.

Chris’ mission is to foster financial independence, security, and peace of mind for every branch of our clients’ family trees. He is committed to eliminating the jargon commonly associated with finance, striving to present information in a straightforward and approachable manner so that clients fully understand their financial landscape.

While wealth alone cannot guarantee happiness, it can offer a crucial foundation for a fulfilling life. Chris’ aim is to empower families to achieve financial tranquility and prioritize what truly matters in life, free from monetary concerns!

Awards Disclosure: Apriem Advisors is not affiliated with this organization. Their company name, logos, their staff and representatives do not imply endorsement for Apriem Advisors. Apriem Advisors and staff did not pay a fee to be included in the list of nominees. The ranking was given on July 21, 2023. Honorees will be announced at the 40 Under 40 awards program on Thursday, September 21st from 5 – 8PM at the Westin South Coast Plaza, 686 Anton Blvd., Costa Mesa.