Chris help managed over 300 million dollars of individual and institutional assets and held senior roles at multiple globally recognized investment firms. He draws on a decade of multidisciplinary experience to help high-net-worth individuals and small business owners solve their financial challenges. Chris brings over a decade of experience and knowledge to financial planning, investment management, and business and tax consulting engagements. Chris is well respected in the financial planning industry and serves as a Hearing Panelist with the CFP Board’s Disciplinary and Ethics Commission for reviewing alleged CFP rules violations and determining what sanctions are appropriate. An entrepreneur, speaker, and media personality, Chris has been featured in several news outlets such as CNN, Huffington Post, Wall Street Journal, and The Washington Post. Chris wrote the book "The JD Advisor’s Personal Finance Guide”, which is the financial planning bible for attorneys and sports/talent agents. You can find Chris providing Financial Wellness programs to local employers or raising funds for his non-profit, ARC Foundation. Chris has an extensive educational background including a bachelor’s degree from UCLA, studied Investment Theory and Accounting at Harvard, and an MBA from Cal Lutheran University. He is a Certified Financial Planner (CFP), Certified Exit Planner (CExP) from the Business Enterprise Institute (BEI), Certified Divorce Financial Analyst (CDFA) from The Institute for Divorce Financial Analysts and an IRS Enrolled Agent (EA).