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Chris Tate, Cfp, Cpfa Email & Phone Number
President
at
Tate Asset Management
2 work emails found
@tam-ria.com
10 phones found area 858, 408, and 801
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
President
Location
Rancho Santa Fe, California, United States
Company size
Who is Chris Tate, Cfp, Cpfa? Overview
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Quick answer
Chris Tate, Cfp, Cpfa is listed as President at Tate Asset Management, a with 3 employees, based in Rancho Santa Fe, California, United States. AeroLeads shows a work email signal at tam-ria.com, phone signal with area code 858, 408, 801, and a matched LinkedIn profile for Chris Tate, Cfp, Cpfa.
Chris Tate, Cfp, Cpfa previously worked as Board Member at Kenneth J. Mccord Foundation and Vice President at Merrill Lynch. Chris Tate, Cfp, Cpfa holds Certified Financial Planner from The University Of Texas At Austin.
Company email context
Email format at Tate Asset Management
This section adds company-level context without repeating Chris Tate, Cfp, Cpfa's masked contact details.
*@tam-ria.com
74% confidence
AeroLeads found 2 current-domain work email signals for Chris Tate, Cfp, Cpfa. Compare company email patterns before reaching out.
Profile bio
About Chris Tate, Cfp, Cpfa
Chris began his career at Merrill Lynch's Private Client Group in La Jolla, California, where he provided high net worth clients and institutions with a wide variety of services, from tax-efficient portfolio management, stock option valuation and modeling, life insurance consulting, asset-based lending, mortgages, and comprehensive financial planning and forecasting. While at Merrill Lynch, Chris was awarded Merrill Lynch's Certified Financial Manager (CFM) designation, as well as Merrill's Wealth Management Advisor (WMA) designation. After only four years at Merrill Lynch, Chris was named Assistant Vice President at only 34 years old. By age 37, Chris was named a Vice President of Merrill Lynch.
Listed skills include Wealth Management, Asset Management, Alternative Investments, Investment Strategies, and 10 others.
Current workplace
Chris Tate, Cfp, Cpfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Tate Asset Management
4 roles
Chris Tate, Cfp, Cpfa work experience
A career timeline built from the work history available for this profile.
Board Member
Current
Kenneth J. Mccord Foundation
The Kenneth J. McCord Foundation provides support for educational, humanitarian, and mental health causes throughout the world.
Sep 2023 - Present
President
Current
May 2009 - Present
Vice President
Apr 1998 - May 2009
2 education records
Chris Tate, Cfp, Cpfa education
Certified Financial Planner
Ba, Economics
FAQ
Frequently asked questions about Chris Tate, Cfp, Cpfa
Quick answers generated from the profile data available on this page.
What company does Chris Tate, Cfp, Cpfa work for?
Chris Tate, Cfp, Cpfa works for Tate Asset Management.
What is Chris Tate, Cfp, Cpfa's role at Tate Asset Management?
Chris Tate, Cfp, Cpfa is listed as President at Tate Asset Management.
What is Chris Tate, Cfp, Cpfa's email address?
AeroLeads has found 2 work email signals at @tam-ria.com for Chris Tate, Cfp, Cpfa at Tate Asset Management.
What is Chris Tate, Cfp, Cpfa's phone number?
AeroLeads has found 10 phone signal(s) with area code 858, 408, 801 for Chris Tate, Cfp, Cpfa at Tate Asset Management.
Where is Chris Tate, Cfp, Cpfa based?
Chris Tate, Cfp, Cpfa is based in Rancho Santa Fe, California, United States while working with Tate Asset Management.
What companies has Chris Tate, Cfp, Cpfa worked for?
Chris Tate, Cfp, Cpfa has worked for Tate Asset Management, Kenneth J. Mccord Foundation, and Merrill Lynch.
How can I contact Chris Tate, Cfp, Cpfa?
You can use AeroLeads to view verified contact signals for Chris Tate, Cfp, Cpfa at Tate Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Chris Tate, Cfp, Cpfa attend?
Chris Tate, Cfp, Cpfa holds Certified Financial Planner from The University Of Texas At Austin.
What skills is Chris Tate, Cfp, Cpfa known for?
Chris Tate, Cfp, Cpfa is listed with skills including Wealth Management, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Investment Advisory, Mutual Funds, and Investments.
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