BrokerCheck | CA Insurance Lic: #0F20931
With nearly 20 years of experience, Kris helps families align their investments, retirement, estate planning considerations, and legacy goals into one thoughtful financial strategy.
His focus is simple: helping families make confident financial decisions today while preparing for the people, causes, and generations they care about tomorrow.
“Money cannot buy happiness, but it can be an empowering tool. A thoughtful financial plan can provide the freedom to focus on what matters most—caring for your family, living with purpose, and creating a legacy that extends well beyond your lifetime.”
Plan well. Live with purpose. Leave a legacy.