Virg Cristobal, Cfp®

Virg Cristobal, Cfp® Email and Phone Number

Principal at Chrome Advisors - Smart Stock Planning, Minimize Taxes, Planning Your Lifestyle - Helping Tech Execs get smart with their stock. @ Chrome Advisors
Virg Cristobal, Cfp®'s Location
San Francisco Bay Area, United States
Virg Cristobal, Cfp®'s Contact Details

Virg Cristobal, Cfp® work email

Virg Cristobal, Cfp® personal email

n/a

Virg Cristobal, Cfp® phone numbers

About Virg Cristobal, Cfp®

Virg Cristobal, Cfp® is a Principal at Chrome Advisors - Smart Stock Planning, Minimize Taxes, Planning Your Lifestyle - Helping Tech Execs get smart with their stock. at Chrome Advisors. They possess expertise in finance, financial planning, investments, executive management, strategic planning and 18 more skills.

Virg Cristobal, Cfp®'s Current Company Details
Chrome Advisors

Chrome Advisors

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Principal at Chrome Advisors - Smart Stock Planning, Minimize Taxes, Planning Your Lifestyle - Helping Tech Execs get smart with their stock.
Virg Cristobal, Cfp® Work Experience Details
  • Chrome Advisors
    Principal At Chrome Advisors
    Chrome Advisors Nov 2020 - Present
    San Francisco, California, United States
    FEE-BASED WEALTH PLANNING around areas of:INVESTMENT & STOCK OPTION PLANNING - Implementing sound investment and risk protection strategies, suitable to your goals and needs.TAX REDUCTION – Reducing income taxes, capital gains taxes, and estate/gift taxes through creative strategies.WEALTH PRESERVATION & LEGACY – Wealth preservation solutions through the use of gift and estate tax savings, charitable giving, and other wealth transfer strategies in collaboration with your other advisors.BUSINESS EXIT & SUCCESSION – Coordinating resources in times of growth and protecting assets during transitional periods (e.g., death, disability, buyout, transition).
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Virg Cristobal, Cfp® Skills

Finance Financial Planning Investments Executive Management Strategic Planning Strategic Financial Planning Insurance Retirement Planning Financial Analysis Marketing Securities Business Strategy Financial Modeling Succession Planning Financial Advisory Small Business Estate Planning Financial Services Wealth Management Microsoft Office Project Planning Accounting Management Consulting

Frequently Asked Questions about Virg Cristobal, Cfp®

What company does Virg Cristobal, Cfp® work for?

Virg Cristobal, Cfp® works for Chrome Advisors

What is Virg Cristobal, Cfp®'s role at the current company?

Virg Cristobal, Cfp®'s current role is Principal at Chrome Advisors - Smart Stock Planning, Minimize Taxes, Planning Your Lifestyle - Helping Tech Execs get smart with their stock..

What is Virg Cristobal, Cfp®'s email address?

Virg Cristobal, Cfp®'s email address is vi****@****lfg.com

What is Virg Cristobal, Cfp®'s direct phone number?

Virg Cristobal, Cfp®'s direct phone number is +126045*****

What are some of Virg Cristobal, Cfp®'s interests?

Virg Cristobal, Cfp® has interest in Education.

What skills is Virg Cristobal, Cfp® known for?

Virg Cristobal, Cfp® has skills like Finance, Financial Planning, Investments, Executive Management, Strategic Planning, Strategic Financial Planning, Insurance, Retirement Planning, Financial Analysis, Marketing, Securities, Business Strategy.

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