Chris McClure Email & Phone Number
Financial Planner | Private Wealth Advisor @ Osaic
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Chris McClure Location
- California, United States
Chris McClure Work
- Financial Planner | Private Wealth Advisor @ Osaic (June 1994 - Present)
- Managing Director @ (January 2006 - January 2012)
- Managing Principal @ (January 2004 - January 2006)
- Senior Vice President @ (January 2001 - January 2004)
Chris McClure Education
- Saint Mary's College of California
Bachelor’s Degree (Honors in Financial Management, Minor in Economics)
1990-1994 - Pacific Grove High School
High School
1986-1990
Chris McClure Skills
- Business Succession Planning
- College Funding
- Contingency Planning
- Estate Planning
- Financial Planning
- Investment Planning
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Portfolio Management
- Public Speaking
- Integration
- Business Development
- Microsoft Office
- Financial Analysis
Chris McClure Summary
- Chris McClure, based in California, United States, is currently a Financial Planner | Private Wealth Advisor at Osaic. Chris McClure brings experience from previous roles at Lincoln Financial Advisors. Chris McClure holds a 1990 - 1994 Bachelor’s Degree in Honors in Financial Management, Minor in Economics @ Saint Mary's College of California. With a robust skill set that includes Business Succession Planning, College Funding, Contingency Planning, Estate Planning, Financial Planning and more. Chris McClure has 2 emails and 2 mobile phone numbers on RocketReach.
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