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Chris J. Missirlian, CFP®

Wealth Advisor

A self-professed analytics guy, Chris enjoys applying his talent for analysis to the financial lives of our clients. He appreciates the opportunity to dig deep into the analytics of personal finance and investments to see how he can help make a positive impact on our clients’ lives.

It was this desire to combine aptitude with impact that prompted Chris to seek a career in financial services. While attending UC Berkeley, he interned for Wells Fargo Advisors in San Francisco—an experience that cemented his career commitment. Chris helps our clients realize their financial goals through investment research and trading, financial plan preparation, and assisting in client meetings.

A San Jose resident, Chris stays busy when not at work. His hobbies include bouldering, cheering on the Giants, and playing tennis and video games. During college, he spent five months in Milan, Italy, and he can’t wait to go back.

Education and Certifications

  • Bachelor of Arts, Economics, UC Berkeley
  • CERTIFIED FINANCIAL PLANNER™ Professional