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Christopher M. Torchiana, Jd, Cfp(R), Chfc Email & Phone Number

Certified Financial Planner(tm) | Tax Advisory | Registered Investment Advisor | Fiduciary | Wealth Manager at AICPA
Location: Greater Sacramento, United States 8 work roles 5 schools
1 work email found @continuumfinancialpartners.com 2 phones found area 916 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email c****@continuumfinancialpartners.com
Direct phone (916) ***-****
LinkedIn Profile matched
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Current company
Role
Certified Financial Planner(tm) | Tax Advisory | Registered Investment Advisor | Fiduciary | Wealth Manager
Location
Greater Sacramento, United States
Company size

Who is Christopher M. Torchiana, Jd, Cfp(R), Chfc? Overview

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Christopher M. Torchiana, Jd, Cfp(R), Chfc is listed as Certified Financial Planner(tm) | Tax Advisory | Registered Investment Advisor | Fiduciary | Wealth Manager at AICPA, a with 974 employees, based in Greater Sacramento, United States. AeroLeads shows a work email signal at continuumfinancialpartners.com, phone signal with area code 916, and a matched LinkedIn profile for Christopher M. Torchiana, Jd, Cfp(R), Chfc.

Christopher M. Torchiana, Jd, Cfp(R), Chfc previously worked as Principal Owner at Continuum Financial Partners, Llc and Managing Principal at Main Street Tax Advisory Of Northern California, Llc. Christopher M. Torchiana, Jd, Cfp(R), Chfc holds J.D., Law from Massachusetts School Of Law.

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*@continuumfinancialpartners.com
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AeroLeads found 1 current-domain work email signal for Christopher M. Torchiana, Jd, Cfp(R), Chfc. Compare company email patterns before reaching out.

Profile bio

About Christopher M. Torchiana, Jd, Cfp(R), Chfc

Chris began his financial planning practice in 1997. Chris was affiliated with Sagemark Consulting for 10 years prior to founding Continuum Financial Partners. Chris was a founding member of Sagemark's elite Private Wealth Services Group. Private Wealth Services was structured to offer comprehensive wealth management to Very High Net Worth individuals and families. Chris is a CERTIFIED FINANCIAL PLANNER(tm) practitioner as well as a Chartered Financial Consultant. Mr. Torchiana is a 2008 and 2009 Qualifying Member of the Million Dollar Roundtable. Chris is also a member of the Financial Planning Association, as well as a member of the Planned Design Giving Center. In 2006, Mr. Torchiana was recognized by Goldline Research as one of the Ten Most Dependable Wealth Managers of Northern California.* Chris is a graduate of the University of California-Irvine where he earned a B.A. in Economics. Chris served in the United States Marine Corps. - Reserve Officers Training Command receiving an Honorable Discharge. Chris also studied Marketing Management at Harvard University as a graduate student. Chris is a graduate of Massachusetts School of Law earning a Juris Doctor. Chris passed the Bar exam and is licensed to practice Law in the Commonwealth of Massachusetts, although is not currently practicing. Prior to establishing a financial planning practice, Chris managed a $66 million business unit for the ConAgra Refrigerated Foods Division of ConAgra, Inc. - A Fortune 500 Company. Chris's previous professional experience concentrated in the areas of Field Sales Management and Brand Marketing for Coca-Cola, Frito-Lay, Stouffer's Frozen Foods and Armour/Swift - Eckrich.Specialties: Mr. Torchiana is a fee-based Wealth Strategist. The focus of Chris' practice is providing his clients with a fully integrated approach to wealth management. This allows Chris to design clear solutions to the complex problems associated with the transfer and management of wealth during life and upon death. Chris' specialties are Retirement Income Planning, Business Owner Planning and Investment Planning, with emphasis on Concentrated Stock, Restricted Stock and Stock Options.In 2010, Chris founded Main Street Tax Advisory, to incorporate holistic advice with a full service tax preparation and tax planning firm. Our services are Tax Advisory, Tax Preparation, Financial Planning & Private Wealth Management, Estate Planning, Trust Administration, RMD Plans. Advice + Service = Success!

Listed skills include Strategic Financial Planning, Wealth Management, Financial Advisory, Retirement Planning, and 34 others.

Current workplace

Christopher M. Torchiana, Jd, Cfp(R), Chfc's current company

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AICPA
Aicpa
Certified Financial Planner(tm) | Tax Advisory | Registered Investment Advisor | Fiduciary | Wealth Manager
durham, north carolina, united states
Website
Employees
974
AeroLeads page
8 roles · 35 years

Christopher M. Torchiana, Jd, Cfp(R), Chfc work experience

A career timeline built from the work history available for this profile.

Principal Owner

Current
Continuum Financial Partners, Llc

Northern California

At Continuum Financial Partners our Certified Financial Planners focus primarily on high net worth private clients, including entrepreneurs, professionals, family trusts, private charitable foundations and estates. The financial advisory group offer comprehensive, objective financial advice, financial planning, and personal wealth management to clients who desire a high level of personal service. We also benefit from collaborative relationships with a number of Tax, Legal, Insurance and Employee Benefits professionals.

2005 - Present ~21 yrs 6 mos

Managing Principal

Current
Main Street Tax Advisory Of Northern California, Llc

El Dorado Hills, Ca

Our firm was established with a vision of offering a holistic approach toward tax planning so that your personal, business and family financial goals are all met simultaneously. We know there is a complex relationship between business and personal goals, and the tax laws, which makes planning challenging. So, to develop a sound business and personal tax plan, we work closely with you and your financial advisors and estate planning professionals to create synergistic life plans that meet all of your goals.

Jul 2011 - Present

Member

Current

Tax - Tax Section with Tax AdviserPFP - Personal Financial Planning Section

2011 - Present ~15 yrs 6 mos

President - Northern California Chapter

Northern California

SOFA is a non-profit corporation, comprised of various financial professionals (CPA’s, Estate Planning Attorneys, Financial Advisors, Insurance Professionals, Realtors, Health and Wellness Experts, Mortgage Brokers, and other specialized persons) who provide financial and health education to various companies, family businesses and organizations.All education programs are available at NO CHARGE to corporations, family businesses and community groups for the advancement of financial and health education.

Jul 2011 - Jul 2013

Managing Principal

Northern California

Served as Director of Training and Development for 100+ career agents and financial advisers. As supervising principal provided regulatory oversight of field sales operation and market conduct. Member of Agency Leadership Team aiding and assisting in General Agency Management and Operations. Direct supervision, coaching and support of agents and financial advisers under 5 years with firm. Recognized in 1999 and 2003 for LFG's S.H.A.R.P.S. Award. Recruiting and training of new hires, met recruitment goal ‘99, ’00, ’01 & ’02. Revised and streamlined Agency Cycle of Operations for fee-based financial planning.

1997 - 2005 ~8 yrs

Armour Swift Ekrich Deli Company - Director Of Marketing

Northeast Region

Regional marketing manager for $66 MM business unit covering 12 states.Track record for enhancing revenues and increasing operating margins.Led transition to integrated computer-aided trade planning procedure. Designed product concept, development & product launch. First year's sales $1 MM. Sales Training, Broker Management and Trade Budget Administration.

1992 - 1997 ~5 yrs

Reserve Officer Training Command - Platoon Leaders Course

Quantico, Va

The Marine Corps Platoon Leaders Course (PLC) is an alternative for NROTC or OCS for college students who wish to become commissioned officers in the United States Marine Corps.Those who enroll attend summer training programs at the Marine Corps Officer Candidate School, located at Quantico, Virginia. PLC summer class sizes are typically 250 to 300 students, broken into four to six platoons. The platoons train in a physically demanding environment where sleep deprivation, military tasks, and memorization are constantly forced on candidates to test their ability to handle stress. The course of instruction is much the same as Marine Corps Officer Candidate School

Feb 1982 - Sep 1984
Team & coworkers

Colleagues at AICPA

Other employees you can reach at aicpa.org. View company contacts for 974 employees →

5 education records

Christopher M. Torchiana, Jd, Cfp(R), Chfc education

M.B.A. Coursework, Graduate Marketing

Matriculated through Extension School

College Preparatory

San Ramon High
FAQ

Frequently asked questions about Christopher M. Torchiana, Jd, Cfp(R), Chfc

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What company does Christopher M. Torchiana, Jd, Cfp(R), Chfc work for?

Christopher M. Torchiana, Jd, Cfp(R), Chfc works for AICPA.

What is Christopher M. Torchiana, Jd, Cfp(R), Chfc's role at AICPA?

Christopher M. Torchiana, Jd, Cfp(R), Chfc is listed as Certified Financial Planner(tm) | Tax Advisory | Registered Investment Advisor | Fiduciary | Wealth Manager at AICPA.

What is Christopher M. Torchiana, Jd, Cfp(R), Chfc's email address?

AeroLeads has found 1 work email signal at @continuumfinancialpartners.com for Christopher M. Torchiana, Jd, Cfp(R), Chfc at AICPA.

What is Christopher M. Torchiana, Jd, Cfp(R), Chfc's phone number?

AeroLeads has found 2 phone signal(s) with area code 916 for Christopher M. Torchiana, Jd, Cfp(R), Chfc at AICPA.

Where is Christopher M. Torchiana, Jd, Cfp(R), Chfc based?

Christopher M. Torchiana, Jd, Cfp(R), Chfc is based in Greater Sacramento, United States while working with AICPA.

What companies has Christopher M. Torchiana, Jd, Cfp(R), Chfc worked for?

Christopher M. Torchiana, Jd, Cfp(R), Chfc has worked for Continuum Financial Partners, Llc, Main Street Tax Advisory Of Northern California, Llc, Aicpa, Society For Financial Awareness, and Lincoln Financial Group.

Who are Christopher M. Torchiana, Jd, Cfp(R), Chfc's colleagues at AICPA?

Christopher M. Torchiana, Jd, Cfp(R), Chfc's colleagues at AICPA include Mohamad Adib Ramli, Vaneeshaa Ramamoorthy, Geeta Sajwan, Karen Vaughan, and Jan Taylor, Cpa, Cgma, Phd.

How can I contact Christopher M. Torchiana, Jd, Cfp(R), Chfc?

You can use AeroLeads to view verified contact signals for Christopher M. Torchiana, Jd, Cfp(R), Chfc at AICPA, including work email, phone, and LinkedIn data when available.

What schools did Christopher M. Torchiana, Jd, Cfp(R), Chfc attend?

Christopher M. Torchiana, Jd, Cfp(R), Chfc holds J.D., Law from Massachusetts School Of Law.

What skills is Christopher M. Torchiana, Jd, Cfp(R), Chfc known for?

Christopher M. Torchiana, Jd, Cfp(R), Chfc is listed with skills including Strategic Financial Planning, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Estate Planning, Risk Management, and Small Business.

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