As a Wealth Manager, Chris is responsible for maintaining a proactive, ongoing relationship with the families we service. His primary responsibilities on Team Cervantes are relationship management and holistic financial planning. Chris enjoys working closely with clients to turn complex financial advice into easy-to-understand guidance.
Chris holds a Bachelor of Arts in Communication from the University of Cincinnati. He started with Fidelity Investments right out of college and over the last almost 16 years, he’s worked with thousands of customers, primarily as a VP, Financial Consultant. Chris left Fidelity in early 2023 to join Coldstream.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
MOST TREASURED THING I OWN
I would not say “own,” rather “have,” and by far and away my two little girls are my greatest treasures. These two are my motivation in life and bring absolute happiness and joy to our family. My wife and I could not be more proud to call these beautiful girls our own.
ONE PIECE OF ADVICE
The foundation for any investment strategy is a sound financial plan. One that incorporates not only investment planning, but also retirement, tax, and estate planning, among other things.
I enjoy golfing and exercising to stay active, reading, and learning in my free time.
Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.