Mission Statement
To provide comprehensive financial services and recommendations to individuals that are primarily concerned about preparing for retirement including determining how much they will need in retirement and where those funds will be coming from.
What I Do for My Clients
Christopher has excellent interpersonal and business skills which have earned him respect among his peers and especially with his clients. He is committed to understanding his clients’ needs and helping them make the appropriate financial decisions based on their specific individual and family requirements.
Christopher specializes in areas of financial -strategies for retirement, investments and portfolio design, estate planning, and insurance needs.
Christopher joined SageCrest Financial & Insurances services in June of 2016. Prior to joining SageCrest, Christopher has been working as a Financial Advisor since January 2007. Most recently, Christopher was part of a team as a Financial Advisor from June of 2009 to June of 2016 with KKP Financial & Insurances Services.
Personal
Christopher, his Wife (Sarah Ann) and his twin daughters (Rose & Josephine) live in Concord, CA. Since moving to California from New Jersey in January 2000, he has been active in the community by coaching wrestling, flag football and has been an ambassador for the Pleasant Hill Chamber of Commerce. He also enjoys sailing and other outdoor activities.
FINRA CRD #5229951
CA Insurance License #0E54469