Schedule an Appointment

Home
About
Process
Investments
Wealth Services
Resources
Contact

Schedule an Appointment

Contact

Cupertino Office

10080 N Wolfe Rd

Suite SW3 200

Cupertino, CA 95014

Phone: (408) 612-7148

Mon-Fri: 8:00 AM - 5:00 PM

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: (408) 612-7148

10080 N Wolfe Rd

Suite SW3 200

Cupertino, CA 95014

chris@coprivatewealth.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Advisory services offered through Osaic Wealth, Inc. Chris Olivarez CFP® and Osaic Wealth, Inc. are Separate Companies.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.