Broker Check
Chris Jenkins

For over 30 years, Christopher Jenkins has provided comprehensive wealth management services to countless business& owners and families around the country. His extensive experience and genuine desire to help his clients pursue their financial& goals has had lasting results for both current and future generations.

Previously a Registered Principal with SagePoint Financial Inc, Christopher has successfully met even the most complex financial& planning needs. His concern for tax sensitivity along with appropriate risk levels drive the Investment Selection, Allocations and Monitoring Activities with each account he manages.

Christopher is a lifelong learner. After having launched his career in 1980 with a Bachelor of Science in Accounting from the University of Colorado, he attended Golden Gate University and earned a masters degree in tax law. In 2007, he then completed the personal financial planning accelerated program (160 hours of evaluated learning) at the University of Irvine. His industry& credentials include: Certified Public Accountant, Series 7, 63, 24 and 65 Registrations (held with LPL Financial), as well as the California Insurance License for Life, Health and Disability.

Christopher is also an avid scuba diver, golf player, and holds a private pilot license.

CA Insurance License OD39702

To schedule a meeting with Chris, click here.