Chris Ellis, CFP

Biography

Chris Ellis is a dedicated financial advisor with a business philosophy that revolves around the invaluable impact of informed decision-making. Through thoughtful coaching and meticulous planning, Chris makes it his mission to equip his clients with the tools necessary to make strategic choices that drive sustained financial health.

With a distinguished background as a men's college basketball manager at Pepperdine University and as a women’s college basketball assistant coach at the University of California, Irvine Chris seamlessly pivoted to a successful career in the financial services industry. As a Certified Financial Planner (CFP), Chris combines his mentor mindset and coaching acumen to provide unparalleled guidance to clients. Honing in on his finance experience, Chris shaped his career through roles at CUSO Financial Services, LAPD Financial Credit Union and Independent Financial Group.

A California native, Chris calls Pasadena home. Outside of work, he finds fulfillment in spending quality time with his family and is a dedicated father of two who actively coaches youth volleyball, basketball and soccer.

SPECIALIZATIONS

• College Education Planning
• Financial Planning
• Investment Planning
• Retirement Planning

Credentials

• Series 6, 7, 63 and 65 licenses
• Certified Financial Planner
• Bachelor’s degree in Political Science from Pepperdine University and Master of Education from Loyola Marymount University
• Licensed in 11 states: AZ, CA, CO, FL, ID, NV, NC, TN, TX, and WA
• California Insurance License: 0I46800

Mission Statement