Co-Founder And Certified Financial Planner®
Current
Apr 2024 - Present
AeroLeads people directory · profile
Chris Grellas, Cfp®, Msfa Email & Phone Number
Certified Financial Planner® and Co-FounderHelping clients prosper with fiduciary financial advice and wealth management.
at
ProsperPlan Wealth
1 work email found
@allworthfinancial.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner® and Co-FounderHelping clients prosper with fiduciary financial advice and wealth management.
Location
Greater Sacramento, United States, United States
Who is Chris Grellas, Cfp®, Msfa? Overview
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Quick answer
Chris Grellas, Cfp®, Msfa is listed as Certified Financial Planner® and Co-FounderHelping clients prosper with fiduciary financial advice and wealth management. at ProsperPlan Wealth, based in Greater Sacramento, United States, United States. AeroLeads shows a work email signal at allworthfinancial.com and a matched LinkedIn profile for Chris Grellas, Cfp®, Msfa.
Chris Grellas, Cfp®, Msfa previously worked as Co-Founder and Certified Financial Planner® at Prosperplan Wealth and Financial Advisor at Allworth Financial. Chris Grellas, Cfp®, Msfa holds Masters Of Financial Analysis from University Of San Francisco.
Company email context
Email format at ProsperPlan Wealth
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*@allworthfinancial.com
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AeroLeads found 1 current-domain work email signal for Chris Grellas, Cfp®, Msfa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Finance, Financial Analysis, Financial Services, Research, and 10 others.
Current workplace
Chris Grellas, Cfp®, Msfa's current company
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7 roles
Chris Grellas, Cfp®, Msfa work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jun 2018 - Apr 2024
Advisor Associate
May 2015 - Jun 2018
Financial Advisory Intern
Jan 2015 - May 2015
Portfolio Manager
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
Jan 2015 - May 2015
Security Analyst
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
Sep 2014 - Jan 2015
Research Assistant
Perform research for the Department of Regulations
Feb 2014 - Jan 2015
2 education records
Chris Grellas, Cfp®, Msfa education
Masters Of Financial Analysis
Bachelor Of Business Administration (B.B.A.), Finance And Certified Financial Planning
FAQ
Frequently asked questions about Chris Grellas, Cfp®, Msfa
Quick answers generated from the profile data available on this page.
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 ProsperPlan Wealth?
Chris Grellas, Cfp®, Msfa is listed as Certified Financial Planner® and Co-FounderHelping clients prosper with fiduciary financial advice and wealth management. at ProsperPlan Wealth.
What is Chris Grellas, Cfp®, Msfa's email address?
AeroLeads has found 1 work email signal at @allworthfinancial.com for Chris Grellas, Cfp®, Msfa at ProsperPlan Wealth.
Where is Chris Grellas, Cfp®, Msfa based?
Chris Grellas, Cfp®, Msfa is based in Greater Sacramento, United States, United States while working with ProsperPlan Wealth.
What companies has Chris Grellas, Cfp®, Msfa worked for?
Chris Grellas, Cfp®, Msfa has worked for Prosperplan Wealth, Allworth Financial, Hanson Mcclain Advisors, Student Investment Fund (Sif) At Csus, and California Department Of Health Care Services.
How can I contact Chris Grellas, Cfp®, Msfa?
You can use AeroLeads to view verified contact signals for Chris Grellas, Cfp®, Msfa at ProsperPlan Wealth, including work email, phone, and LinkedIn data when available.
What schools did Chris Grellas, Cfp®, Msfa attend?
Chris Grellas, Cfp®, Msfa holds Masters Of Financial Analysis from University Of San Francisco.
What skills is Chris Grellas, Cfp®, Msfa known for?
Chris Grellas, Cfp®, Msfa is listed with skills including Finance, Financial Analysis, Financial Services, Research, Strategic Financial Planning, Economics, Financial Planning, and Valuation.
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