Directory

>

Cfp Chris Eagles-Smith

avatar

Cfp Chris Eagles-Smith

Senior Vice President & Senior Partner - Wealth Management Services | Destination Wealth Management

San Francisco, California, United States

View contact details (it's free)

Cfp Chris Eagles-Smith

Summary

Chris Eagles-smith is a seasoned Senior Wealth Advisor based in San Francisco, California, with a robust background in the financial services industry. He has over a decade of experience in wealth management, financial planning, and investment advisory, having worked with several reputable firms. Chris holds a Professional Sequence in Personal Financial Planning from the University of California, Berkeley, and has also studied at UC Irvine and the University of Bologna. His expertise spans asset allocation, portfolio management, and retirement planning, making him a trusted resource for clients seeking financial guidance. He is known for his analytical approach and commitment to client success. Outside of work, Chris is passionate about fostering financial literacy and exploring innovative investment strategies.

General

Specialist

Technical Background

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp Chris Eagles-Smith

Work Experience

company logo

Senior Vice President & Senior Partner - Wealth Management Services at

Destination Wealth Management

January 2021 - Present

company logo

Senior Vice President Wealth Management Services at

Destination Wealth Management

January 2020 - Present

company logo

Vice President Wealth Management Services at

Destination Wealth Management

January 2019 - Present

company logo

Senior Wealth Advisor at

Destination Wealth Management

January 2015 - Present

company logo

Senior Wealth Advisor at

Destination Wealth Management

January 2015 - Present

💼

Wealth Advisor at

Polaris Wealth Advisers

January 2013 - January 2015

company logo

Wealth Advisor at

Polaris Wealth Advisers

January 2013 - January 2015

company logo

Financial Advisor Associate at

Brouwer And Janachowski

January 2010 - January 2013

company logo

Financial Advisor Associate at

Cerity Partners

January 2010 - January 2013

company logo

Performance Analyst at

Cerity Partners

January 2008 - January 2010

company logo

Performance Analyst at

Brouwer And Janachowski

January 2008 - January 2010

company logo

Senior Vice President and Associate Partner - Wealth Management Services at

Destination Wealth Management

Present

Logos provided by Logo.dev

Cfp Chris Eagles-Smith

Education

University of California, Berkeley, Professional Sequence In Personal Financial Planning

January 2011 - January 2014

University of California, Berkeley

January 2011 - January 2014

University of California, Irvine

January 2001 - January 2006

University of California, Irvine, Ba

January 2001 - January 2006

University of Bologna

January 2003 - January 2004

Frequently Asked Questions about Cfp Chris Eagles-Smith

What is Cfp Chris Eagles-Smith email address?

Cfp Chris Eagles-Smith's primary email address is *****@destinationwm.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Chris Eagles-Smith work for?

Cfp Chris Eagles-Smith is a Senior Vice President & Senior Partner - Wealth Management Services at Destination Wealth Management, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Chris Eagles-Smith graduated from?

Cfp Chris Eagles-Smith holds a degree in from University of California, Berkeley.

How can I directly contact Cfp Chris Eagles-Smith?

To contact Cfp Chris Eagles-Smith directly, you can use the email address *****@destinationwm.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Chris Eagles-Smith?

Chris Eagles-smith is a seasoned Senior Wealth Advisor based in San Francisco, California, with a robust background in the financial services industry. He has over a decade of experience in wealth management, financial planning, and investment advisory, having worked with several reputable firms. Chris holds a Professional Sequence in Personal Financial Planning from the University of California, Berkeley, and has also studied at UC Irvine and the University of Bologna. His expertise spans asset allocation, portfolio management, and retirement planning, making him a trusted resource for clients seeking financial guidance. He is known for his analytical approach and commitment to client success. Outside of work, Chris is passionate about fostering financial literacy and exploring innovative investment strategies.

Cfp`s contact details

mail

*****@destinationwm.com

****************@mac.com

Colleagues

avatar
Preetika Pande

Senior Vice President

avatar
Rita Cfp Ea

Senior Vice President- Operations, Executive Partner & Director, Planning Strategy

avatar
Susan Cho Pmp

Vice President, Strategy & Corporate Development // Partner

avatar
Michael Yoshikami

CEO, Chairman Investment Committee

avatar
Elaine Lugo Cfp

Senior Vice President, Senior Partner

avatar
Jian Lin

Vice President, Senior Tactical Strategist

Craig Bigelow Cfp

Vice President, Wealth Management Services

Jessica Coy

SVP, Chief Compliance Officer, HR Manager

avatar
Caroline Egan

Senior Vice President, Wealth Strategy

avatar
David Rairden Cfp

Vice President - Wealth Management Services

View Contact details (it's free)
Request Profile Removal