Chris Welton, Mba, Caia, Cfa®, Cfp® Email & Phone Number

I am driven by my mission: to help my clients live lives free of financial stress. I am a Wealth Management Advisor and Founder of Clavius Wealth Management, an independent firm affiliated with Northwestern Mutual. As a Certified Financial Planner, I lead a team of five which exclusively partners with highly compensated and emerging affluent professionals and families. We help envision and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning, all under one roof. I work specifically with:✔ Technology Executives ✔ Venture Capital & Private Equity Professionals✔ Law Partners✔ Entrepreneurs✔Investment Bankers✔ Physicians - Attending, Resident, FellowThe Chartered Financial Analyst® (CFA) credential is the professional standard of choice for investment firms worldwide. The CFA® Institute has rigid requirements that must be met by every candidate before membership is awarded, including passing three exams over at least 2 years. Only 1 in every 5 candidates will eventually earn the right to use the CFA Charterholder credential.Feel free to text or email me at 650-771-9555 or chris.welton@nm.com to set up a 15 minute introductory call.