Christian takes a deeply personal approach to guiding you through your financial journey. As an independent financial advisor, he is committed to offering advice that is fair, objective, and truly in your best interest. Free from the pressures of any single company or proprietary products, Christian focuses on what matters most—helping you reach your unique goals. He succeeds only when you succeed.
With a specialization in retirement income planning, 403B & 401k management, behavioral financial coaching, and insurance protection (life & long-term care), Christian ensures that your financial strategy reflects your values and priorities. He starts by listening, understanding what drives you, and then works collaboratively with you, your CPA, attorney, and other professionals to build a financial plan that’s entirely your own.
Christian’s expertise is built on a solid foundation: A graduate of the University of South Florida with an MBA in finance and a Bachelor of Science in Economics, he spent years in the banking industry before earning his financial advisor credentials in 2009. Holding the Series 7, Series 66, and Life & Health Insurance licenses, he’s well-equipped to navigate the complexities of financial planning. Additionally, his Behavioral Financial Advisor™ (BFA™) designation allows him to guide clients through life’s inevitable uncertainties with empathy and insight. His Accredited Investment Fiduciary® (AIF®) designation reflects his dedication to upholding the highest standards of fiduciary responsibility—ensuring every decision is made in your best interest.
Christian’s work is driven by a genuine love for people and his community. Humbled by the needs he sees around him, he comes to work each day with a sense of purpose and optimism, hoping to touch another life. He is proud member of the Kiwanis Club of Tracy and Tracy Chamber of Commerce. He has served on the boards of the Rotary Club of Livermore and the Tri-Valley Estate Planning Council (TVEPC). He believes in giving back and is constantly inspired by the connections he makes through his service.
In Christian’s own words: “I wake up each day excited because this work brings me so much joy and fulfillment. My practice is built on transparency, care, and a commitment to truly understanding my clients. My 6-step Income Distribution and Wealth Planning process (The Income Difference™) begins with listening to your goals, values, and concerns. Together, we explore how those goals align with your vision for the future. Then, I get to work crafting a strategy to help you create the lifestyle you deserve. Every conversation helps me live my passion, and for that, I am deeply grateful.”
At home, Christian finds balance and inspiration in his family. He is blessed to share life with his wife, Catherine, a Board-Certified Nurse Practitioner, and their three beautiful children. He loves music, exploring new places, attending concerts, and spending meaningful time with friends and family.
You’re invited to take the next step in your financial journey with Christian by scheduling a complimentary financial check-up. It’s a conversation that could change your future, without any obligation. Call his office today at (209) 207-9054.