Chris Missirlian (CFP®)
Chris Missirlian focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Additional Information
I owe so much of who I am to my family. My mom taught me to work hard and be honest, my brother taught me to be curious, and my dad taught me to be kind without exception. I was born and raised in Fresno before moving to the Bay Area for college. There, I took a personal finance course, which inspired me to combine my love of the technical with my desire to help people improve their lives. I spent the first seven years of my career learning the “how” of wealth management – for example, how to develop a strong financial plan or how to build financial wealth. But, I always wondered if there was more that could be done for clients. Joining the Wealth Architects team was a clear choice for me because of their focus on helping people get to the “why” behind their finances. Here, we dig in with their clients to learn about their lives, passions and goals…why they are building their holistic wealth in the first place. I feel like I could send anybody in my life to Wealth Architects and they would be in great hands. I am proud to be part of a team that strives for that level of excellence.NAPFA Start Date
March 02, 2018
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