Chris Cox

Senior Advisor, Wealth · +1 (415) 291 2453
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Chris is a member of the firm’s wealth management practice. He has over 21 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.

  • 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

California

Education

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