Chris Grellas, Cfp®, Msfa Email and Phone Number
Chris Grellas, Cfp®, Msfa work email
- Valid
- Valid
Chris Grellas, Cfp®, Msfa personal email
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.
Prosperplan Wealth
View-
Co-Founder And Certified Financial Planner®Prosperplan Wealth Apr 2024 - PresentSacramento, California, United States -
Financial AdvisorAllworth Financial Jun 2018 - Apr 2024Greater Sacramento -
Advisor AssociateHanson Mcclain Advisors May 2015 - Jun 2018 -
Financial Advisory InternHanson Mcclain Advisors Jan 2015 - May 2015 -
Portfolio ManagerStudent Investment Fund (Sif) At Csus Jan 2015 - May 2015Present 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 -
Security AnalystStudent Investment Fund (Sif) At Csus Sep 2014 - Jan 2015Analyze 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 -
Research AssistantCalifornia Department Of Health Care Services Feb 2014 - Jan 2015Perform research for the Department of Regulations
Chris Grellas, Cfp®, Msfa Skills
Chris Grellas, Cfp®, Msfa Education Details
-
Masters Of Financial Analysis -
Finance And Certified Financial Planning
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial