Chris Olivarez

With nearly 14 years of experience with firms like Merrill Lynch and Fidelity Investments, Chris advised the firm’s high-net-worth clientele which included corporate executives, engineers, business owners, and retirees throughout the Bay Area. While he enjoyed working closely with so many clients, he felt limited by sales quotas and proprietary products. With a desire to work objectively without bias, he became an independent advisor and formed his firm with the mission to provide exceptional service to a limited number of clients.

Chris graduated with a bachelor’s degree in Business Administration from San Jose State University and completed an Executive Certificate in Financial Planning from Santa Clara University Leavy School of Business. He also holds the CERTIFIED FINANCIAL PLANNERⓇ designation through the CFPⓇ Board