About me
Chris has been with Bank of America Merrill since 1989 and is dedicated to understanding the financial priorities of local individuals, families, and businesses. He provides personalized attention and disciplined, customized financial strategies. Leveraging Merrill’s investment resources and the banking strength of Bank of America, he helps clients address all aspects of their financial lives. Chris develops clear objectives around investments, tax minimization, and retirement planning to help clients build, manage, and preserve wealth across generations. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a B.S. in Finance from California State University, Fullerton.
