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Cfp Chris Eagles-Smith
Cfp Chris Eagles-Smith
Senior Vice President & Senior Partner - Wealth Management Services | Destination Wealth Management
San Francisco, California, United States
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.
Cfp Chris Eagles-Smith
Work Experience
Senior Vice President & Senior Partner - Wealth Management Services at
Destination Wealth Management
January 2021 - Present
Senior Vice President Wealth Management Services at
Destination Wealth Management
January 2020 - Present
Vice President Wealth Management Services at
Destination Wealth Management
January 2019 - Present
Senior Wealth Advisor at
Destination Wealth Management
January 2015 - Present
Senior Wealth Advisor at
Destination Wealth Management
January 2015 - Present
Wealth Advisor at
Polaris Wealth Advisers
January 2013 - January 2015
Wealth Advisor at
Polaris Wealth Advisers
January 2013 - January 2015
Financial Advisor Associate at
Brouwer And Janachowski
January 2010 - January 2013
Financial Advisor Associate at
Cerity Partners
January 2010 - January 2013
Performance Analyst at
Cerity Partners
January 2008 - January 2010
Performance Analyst at
Brouwer And Janachowski
January 2008 - January 2010
Senior Vice President and Associate Partner - Wealth Management Services at
Destination Wealth Management
Present
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
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
*****@destinationwm.com
****************@mac.com
Colleagues
Senior Vice President
Senior Vice President- Operations, Executive Partner & Director, Planning Strategy
Vice President, Strategy & Corporate Development // Partner
CEO, Chairman Investment Committee
Senior Vice President, Senior Partner
Vice President, Senior Tactical Strategist
Vice President, Wealth Management Services
SVP, Chief Compliance Officer, HR Manager
Senior Vice President, Wealth Strategy
Vice President - Wealth Management Services