Chris joined Swain Financial Services in 2020, having spent the last 10 years consulting and sharing ideas with hundreds of Financial Advisors. That experience has provided him with valuable insight that directly benefits our clients.
Chris has a degree in Engineering Management from The University of Arizona and has worked or companies including Merrill Lynch, MFS and Incapital. He has the Certified Investment Management Analyst® (CIMA®) designation, a premier certification for financial advisors.
Chris and his wife, Alexandra, have three beautiful daughters and have lived in the East Bay region of Northern California since 2012. Chris enjoys traveling, spending time with family, trying new restaurants, exploring wine regions and golfing. Chris and his family are active participants in the Juvenile Diabetes Research Foundation (JDRF).