Chris Chai's Location
Newark, CA, US
Chris Chai's Work
- Lead Financial Planner @ Morling Financial Advisors
- Financial Advisor @ Morling Financial Advisors
- Associate Advisor @ Johanson Financial Advisors, Inc.
- Senior Paraplanner @ Johanson Financial Advisors, Inc.
- Case Administrator @ Wellspring Consulting
- Senior Management Analyst @ Gatco Inc.
Chris Chai's Education
- Campbell University2009 - 2010
- 2000 - 2002
Chris Chai's Skills
- Leadership
- Estate Planning
- Development
- PowerPoint
- Access
- Income Tax
- Fixed Income
- Insurance
- Fiduciary Services
- Retirement Planning
Chris Chai's Summary
Chris Chai, based in Newark, CA, US, is currently a Lead Financial Planner at Morling Financial Advisors, bringing experience from previous roles at Morling Financial Advisors, Johanson Financial Advisors, Inc. and Wellspring Consulting. Chris Chai holds a 2009 - 2010 Campbell University. With a robust skill set that includes Leadership, Estate Planning, Development, PowerPoint, Access and more, Chris Chai contributes valuable insights to the industry. Chris Chai has 1 email and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the Chris Chai you were looking for?
Find contact details for 700 million professionals.
Others Named Chris Chai
-
2
-
1
-
22
-
22
-
1
-
1
-
25+
-
1
Top Morling Financial Advisors Employees
-
53
-
42
-
21
-
21
-
11
-
11
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
