Chris HughesCFP®

Wealth Advisor

Chris has been helping self-made families with their investments and financial planning since 2006. He helps individuals establish what is most important, then set and pursue goals toward preserving and growing their wealth. Chris is an expert in social security analysis and planning; helping clients in transition to retirement, and setting up safe withdrawal strategies to ensure clients can meet their income needs without outliving their nest egg. He cares immensely about people and the achievement of their goals. He is focused on the client’s overall experience and can always be counted on to go out of his way in service of a client.

Chris holds an M.S. in Financial Planning from Golden Gate University in San Francisco, as well as a B.S. in Business Economics (minor in Sports Management) from the University of California at Santa Barbara. He is a CERTIFIED FINANCIAL PLANNER™.

Chris resides in San Ramon with his wife, Jennie, daughter, Mackenzie, and their dog, Ruby. When he is not giving clients extreme peace of mind, Chris can be found playing soccer, camping, or doing pretty much anything outdoors. Chris remains active in the community as a Big Brother for Big Brothers Big Sisters of the Bay Area.