Walnut Creek, California Office

1333 N California Blvd
Suite 100
Walnut Creek, CA 94596

Phone: (925) 283-2201

Fax: (925) 283-8535

Meet Our Team

Christopher Estrada, CFP®

Vice President, Advisor

Walnut Creek, California

Contact Christopher

Chris’ key financial tip is that “a goal without a plan is just a wish.”
Chris spent five years as a financial advisor at Merrill Lynch.
Chris is a graduate of California State University, Chico, earning a B.A. in Economics. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Chris enjoys playing football, volleyball, and hiking. A California native, he also enjoys life in the Bay Area with his wife, Lisa, and their cat, Raisin.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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