Christopher Van Slyke

CFP®

WorthPointe

Financial Advisor

Christopher Van Slyke

CFP®

WorthPointe

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Christopher Van Slyke, CFP®

Fee-Only Financial Planner San Diego, Austin, Dallas Fort Worth, Orange County

Christopher Van Slyke is a San Diego, CA fee-only financial planner. WorthPointe provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christopher Van Slyke is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

 

Christopher P. Van Slyke has been active in the financial communities of Southern California; Durango, Colorado; and Austin, Texas since 1992, when he began his career in financial services at Trust Company of the West (TCW) in Los Angeles. Since 1996, he has been an independent wealth manager and entrepreneur. Currently, Christopher serves on TD Ameritrade’s President’s Council, an advisory board that works with senior management to find ways to improve the industry. He is a past member of the board of directors of the Financial Planning Association (FPA) of Austin, San Diego and Los Angeles, as well as the western region board of directors for the National Association of Personal Financial Advisors.

A CERTIFIED FINANCIAL PLANNER™ professional, Christopher also holds a BA in finance from the University of Texas at Austin and an MBA from the University of Southern California.

Christopher has been quoted or published in The Wall Street Journal, San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth and Retirement Planner, thestreet.com, Bloomberg Wealth Manager, Del Mar Times, Money Magazine, and MorningstarAdvisor.com.

An outdoorsman, Christopher enjoys skiing, golfing, and RV camping in Durango and southern Orange County, California. He also loves family activities with his young children and attending college football games.

Christopher Van Slyke is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families. Our CERTIFIED FINANCIAL PLANNER™ professionals integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five-step process.

As a fee-only firm, you always know what you're paying for by laying out the precise nature of our financial planning services and how our strategies support your unique financial planning/wealth management goals. Our CERTIFIED FINANCIAL PLANNER™ professionals cater to a select group of high growth entrepreneurs and their families by providing client-centered advice and customizable strategies. To discuss partnering with one of our financial planners, contact us today.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Christopher Van Slyke

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Office Locations:

  • 4445 Eastgate Mall
    Suite 200
    San Diego, CA 92121
  • 6836 Bee Cave Rd.
    Suite 210
    Austin, TX 78746
  • 1600 Airport Fwy.
    Ste 372
    Bedford, TX 76022

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