Christopher Estrada
CFP®
EP Wealth Advisors
Wealth Advisor
Christopher Estrada
CFP®
EP Wealth Advisors
Wealth Advisor
A goal without a plan is just a wish. - Christopher Estrada, CFP®
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Christopher Estrada is a Walnut Creek, CA fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christopher Estrada is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Chris Estrada has been working in the financial services industry for more than half a decade. Chris loves helping people gain clarity around the questions that really make an impact for them and their families. He joined EP Wealth Advisors in 2021 after five years as a financial advisor at Merrill Lynch, and previous roles at other firms in the industry. Chris’ key financial tip is that “a goal without at plan is just a wish”. Chris holds a Series 7 General Securities Representative license and a Series 63 Uniform Securities Agent license. When he’s not busy assisting clients with their financial goals, he enjoys playing football, volleyball, and hiking. A California native, he enjoys life in the Bay Area with his wife, Lisa, and their cat, Raisin.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
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
-
Christopher Estrada is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Christopher Estrada
Office Locations:
-
1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596
