Chris Grellas, Cfp®, Msfa

Chris Grellas, Cfp®, Msfa Email and Phone Number

Certified Financial Planner® and Co-FounderHelping clients prosper with fiduciary financial advice and wealth management. @ ProsperPlan Wealth
Chris Grellas, Cfp®, Msfa's Location
Greater Sacramento, United States
Chris Grellas, Cfp®, Msfa's Contact Details

Chris Grellas, Cfp®, Msfa work email

Chris Grellas, Cfp®, Msfa personal email

n/a
About Chris Grellas, Cfp®, Msfa

I am a Co-Founder and Financial Advisor at ProsperPlan Wealth, a small business owned by advisors, but backed by one of the largest Registered Investment Advisors in the industry, NewEdge Advisors. I provide financial planning and investment management without the fear of constant sales pressure. If you like consistency and having a long-term advisor who you trust, you can reach me at 916-909-3993 or via email at Chris@ProsperPlan.com. More about me:I am a CFP® professional, a recipient of a Master’s in Financial Analysis from the University of San Francisco (MSFA), and a co-founder of ProsperPlan Wealth. I desired to create a firm committed to serving clients first and always in their best interest above my own. The foundation for my dedication to my clients are my Christian convictions and faith. I firmly believe in what Jesus said in Matthew 7:12 for his service to his clients, “So whatever you wish that others would do to you, do also to them, for this is the Law and the Prophets.”I am a Sacramento native, having been born and raised in the city and earning an undergraduate Business Administration degree, concentration in Finance, and track in Financial Planning from Sacramento State. I live in Sacramento with my wife, Tanya, and our beautiful daughter, Kaira.

Chris Grellas, Cfp®, Msfa's Current Company Details
ProsperPlan Wealth

Prosperplan Wealth

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Certified Financial Planner® and Co-FounderHelping clients prosper with fiduciary financial advice and wealth management.
Chris Grellas, Cfp®, Msfa Work Experience Details
  • Prosperplan Wealth
    Co-Founder And Certified Financial Planner®
    Prosperplan Wealth Apr 2024 - Present
    Sacramento, California, United States
  • Allworth Financial
    Financial Advisor
    Allworth Financial Jun 2018 - Apr 2024
    Greater Sacramento
  • Hanson Mcclain Advisors
    Advisor Associate
    Hanson Mcclain Advisors May 2015 - Jun 2018
  • Hanson Mcclain Advisors
    Financial Advisory Intern
    Hanson Mcclain Advisors Jan 2015 - May 2015
  • Student Investment Fund (Sif) At Csus
    Portfolio Manager
    Student Investment Fund (Sif) At Csus Jan 2015 - May 2015
    Present the fund's investment strategy as applied to the industrials sectorUpdate the industrials sector guidebook with the Security AnalystTeach the Security Analysts and interns to better understand the mechanics of the fundPrepare portfolio performance report to UEI
  • Student Investment Fund (Sif) At Csus
    Security Analyst
    Student Investment Fund (Sif) At Csus Sep 2014 - Jan 2015
    Analyze and manage the fund’s $400,000+ investment portfolioResearch and recommend portfolio holdings with JO screen, Ratio, G-B, Technical AnalysesAnalyze economic conditionsMaintain accounts and records necessary for the investment portfolio
  • California Department Of Health Care Services
    Research Assistant
    California Department Of Health Care Services Feb 2014 - Jan 2015
    Perform research for the Department of Regulations

Chris Grellas, Cfp®, Msfa Skills

Finance Financial Analysis Financial Services Research Strategic Financial Planning Economics Financial Planning Valuation Microsoft Excel Analysis Management Public Speaking Leadership Microsoft Office

Chris Grellas, Cfp®, Msfa Education Details

Frequently Asked Questions about Chris Grellas, Cfp®, Msfa

What company does Chris Grellas, Cfp®, Msfa work for?

Chris Grellas, Cfp®, Msfa works for Prosperplan Wealth

What is Chris Grellas, Cfp®, Msfa's role at the current company?

Chris Grellas, Cfp®, Msfa's current role is Certified Financial Planner® and Co-FounderHelping clients prosper with fiduciary financial advice and wealth management..

What is Chris Grellas, Cfp®, Msfa's email address?

Chris Grellas, Cfp®, Msfa's email address is cg****@****ain.com

What schools did Chris Grellas, Cfp®, Msfa attend?

Chris Grellas, Cfp®, Msfa attended University Of San Francisco, California State University-Sacramento.

What are some of Chris Grellas, Cfp®, Msfa's interests?

Chris Grellas, Cfp®, Msfa has interest in Poverty Alleviation.

What skills is Chris Grellas, Cfp®, Msfa known for?

Chris Grellas, Cfp®, Msfa has skills like Finance, Financial Analysis, Financial Services, Research, Strategic Financial Planning, Economics, Financial Planning, Valuation, Microsoft Excel, Analysis, Management, Public Speaking.

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