15+ years of experience in financial planning, and co-founder of Consilio Wealth Advisors. CWA is one of the top and fastest-growing independent wealth management companies that is solely focused on serving tech executives with significant stock compensation. We help smart people like you make smart decisions with your money, so you can experience the confidence you deserve.In 2023, Chris was named Best-In-State Next-Gen Wealth Advisor by Forbes and SHOOK Research. This award is reserved for under 40 advisors who are seasoned, have lived though market cycles, and are the industry’s sought-after experts for family wealth management; positioning them among the best wealth management has ever seen.Consilio Wealth Advisors, LLC, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients nationally.
Listed skills include Networking.