Chris Jenkins, CPA and financial advisor in Laguna Hills, California

Chris JenkinsCPA • MTax • CRPS

Independent Financial Advisor in Laguna Hills, California

A CPA and financial advisor with more than 30 years of experience, helping business owners and families in Orange County build tax-sensitive, personalized retirement strategies with a clear plan.

Schedule a meeting Call 949-859-4474

Meet Chris

For more than 30 years, Christopher Jenkins has provided comprehensive wealth management to business owners and families across the country, with lasting results for current and future generations.

A Certified Public Accountant with a genuine desire to help, Chris has met even the most complex planning needs. His attention to tax sensitivity, paired with appropriate risk levels, drives the investment selection, allocation, and monitoring on every account he manages. He was previously a Registered Principal with SagePoint Financial, Inc.

Chris is a lifelong learner. He launched his career in 1980 with a Bachelor of Science in Accounting from the University of Colorado, then attended Golden Gate University and earned a master's degree in tax law. In 2007, he completed the personal financial planning accelerated program, 160 hours of evaluated learning, at the University of Irvine. His credentials include Certified Public Accountant, Series 7, 63, 24, and 65 registrations held with LPL Financial, and the California Insurance License for Life, Health, and Disability.

Outside the office, Chris is an avid scuba diver and golfer, and holds a private pilot license.

How Chris Helps

As an independent firm, Chris is not tied to proprietary products. The focus is the right strategy for your goals, risk tolerance, and time horizon.

Investment Management

An investment strategy built around your goals, with tax sensitivity guiding selection, allocation, and ongoing monitoring.

Retirement Strategies

Personalized retirement planning for individuals, families, and professionals, matched to your risk tolerance and timeline.

Tax-Sensitive Planning

CPA-informed strategies that keep tax efficiency at the center of your investment and wealth decisions.

Estate Planning Coordination

Guidance to help manage your affairs during your lifetime and beyond, coordinated with your other professionals.

Family and Business Owners

Support for you and your loved ones as you explore financial goals across generations and business transitions.

Independent Guidance

Education on the choices available to you from a firm with more than 30 years of combined experience in Orange County.

Areas Chris Serves

Based in Laguna Hills, Chris works with individuals, families, and business owners across Orange County and Nationally through secure virtual meetings.

Laguna Hills

Home base for the practice, serving established families and professionals planning for retirement and beyond.

Irvine

A hub of business owners and professionals seeking tax-sensitive, independent financial guidance.

Mission Viejo

A South Orange County community where households plan for retirement, education, and long-term wealth.

Lake Forest

Growing families and professionals building a clear, coordinated financial strategy.

Newport Beach

Executives and business owners who value independent advice free of proprietary products.

Nationwide by Zoom

Clients across the country receive the same tax-sensitive approach through secure virtual meetings.

Have a question? Let's talk.

Whatever stage you are at, Chris is happy to answer your questions. Book a meeting or reach out directly, with no pressure and no obligation.

Schedule a meeting

Prefer to talk now? Call 949-859-4474 or email chris.jenkins@lpl.com

Frequently Asked Questions

Is Chris Jenkins a CPA as well as a financial advisor?

Yes. Chris Jenkins is a Certified Public Accountant and a financial advisor. He holds a master's degree in tax law from Golden Gate University and completed a personal financial planning accelerated program at the University of Irvine. His tax background informs the investment and planning decisions he makes with each client.

What credentials and registrations does Chris Jenkins hold?

Chris is a Certified Public Accountant with a master's degree in tax law and the CRPS designation. He holds Series 7, 63, 24, and 65 registrations through LPL Financial, along with the California Insurance License for Life, Health, and Disability. He began his career in 1980 with a degree in accounting from the University of Colorado.

What does it mean that Chris works with an independent firm?

As an independent firm, CPA Financial is not tied to proprietary products and is not limited in the services it can offer. That means Chris can focus on educating you about the choices available and building a strategy that fits your goals, risk tolerance, and time horizon.

Where is Chris Jenkins located and who does he serve?

Chris works from the office at 23232 Peralta Drive, Suite 122, Laguna Hills, CA 92653. He serves individuals, families, and business owners across Orange County, and works with clients nationwide through secure virtual meetings.

How does Chris approach tax and investment decisions?

Chris keeps tax sensitivity and appropriate risk levels at the center of his work. Those two factors drive the investment selection, allocation, and monitoring on each account he manages, so your strategy stays aligned with both your goals and your tax situation.

How do I schedule a meeting with Chris Jenkins?

You can schedule a meeting through the booking link on this page, or call the office at 949-859-4474. The first conversation is a no-pressure chance to see whether his experience matches what you are looking for.