Christopher Whitaker, CFP®, AIF®

Chief Wealth Manager
With Apriem Since 2017

Expertise: Multi-Generational planning, retirement plans, tax simulations, estate planning, and in general answering the question, “How do I accomplish this financial goal?”

Serves clients to the highest degree: Has a unique knack for simplifying finances into easy-to-understand analogies. He thoroughly enjoys helping multiple generations of a family coordinate and get on the right financial paths. 

Acquired wisdom: His previous firm specialized in high net worth comprehensive plans, where he was trained in all six major areas of financial planning. Chris is also a lifelong avid reader of all things related to some of the best investors and business people of all time like Charlie Munger, Warren Buffett, and Mohnish Pabrai, to name a few.

Finds balance: Spending quality time with his wife and kids, coaching his kids sports teams, reading, movies, strategy games, and pickleball. 

Fun fact: Chris was briefly a History major in college and was considering becoming a Professor before switching to Finance full time.