Chris Cox

Senior Advisor, Wealth

+1 (415) 291 2453

Chris is a member of the firm’s wealth management practice. He has more than 20 years of experience working in wealth management. His primary focus is serving affluent clientele to develop and manage their wealth. He is a trusted advisor and resource to his clients.

Experience

Wealth development for clients still in the workforce through investing and equity compensation
Retirement income planning through portfolio, distribution, and tax bracket management during all market cycles
Providing guidance to clients experiencing or preparing for major life events
Investment management that aligns with ESG considerations
Estate planning guidance that focuses on alignment of an individual’s planning goals
Utilization of insurance and trust structures for estate planning purposes
Gifting strategies, both charitable and family

Location

Mountain View, CA

Education

Bachelor of business administration
California Polytechnic State University (San Luis Obispo, California)

Expertise

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is controlled by Baker Tilly US, LLP (Baker Tilly) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2023 Baker Tilly Wealth Management, LLC

Chris's latest insights

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Now is the time for year-end financial planning

Whitepaper