Chris Chai Email & Phone Number
Lead Financial Planner @ Morling Financial Advisors
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Chris Chai Location
- Newark, CA, US
Chris Chai Work
- Lead Financial Planner @ (January 2022 - Present)
- Financial Advisor @ (January 2019 - December 2021)
- Associate Advisor @ (January 2018 - December 2018)
- Senior Paraplanner @ (November 2014 - January 2018)
- Case Administrator @ Wellspring Consulting (December 2010 - October 2014)
- Senior Management Analyst @ Gatco (October 2002 - December 2008)
Chris Chai Education
- Campbell University
Master's Degree (Trust and Wealth Management)
2009-2010 - Western Illinois University
Bachelor's Degree (Information Management)
2000-2002
Chris Chai Skills
- Leadership
- Estate Planning
- Development
- PowerPoint
- Access
- Income Tax
- Fixed Income
- Insurance
- Fiduciary Services
- Retirement Planning
- Sales
- Manage Client Relationships
- Portfolio Management
- Data Analysis
- Investments
- Business Analysis
- Variable Annuities
- Advertising
- Referrals
- Financial Services
- Wealth Management
- Equities
- Microsoft Office
- Risk Management
- Client Development
- Analytical Skill
- Financial Analysis
- Personal Financial Planning
- Management
- Business Management
- Design
- Services
- Analysis
- Trust Services
Chris Chai Summary
- Chris Chai, based in Newark, CA, US, is currently a Lead Financial Planner at Morling Financial Advisors. Chris Chai brings experience from previous roles at Morling Financial Advisors, Johanson Financial Advisors, Inc. and Wellspring Consulting. Chris Chai holds a 2009 - 2010 Master's Degree in Trust and Wealth Management @ Campbell University. With a robust skill set that includes Leadership, Estate Planning, Development, PowerPoint, Access and more. Chris Chai has 2 emails and 1 mobile phone numbers on RocketReach.
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