Chris Wheaton Email & Phone Number
Senior Investment Advisor, Managing Director @ Litman Gregory Wealth Management
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Chris Wheaton Location
- Larkspur, CA, US
Chris Wheaton Work
- 1997 -now Senior Investment Advisor, Managing Director @
- 1985 -1997 Senior Manager @ Arthur Andersen
Chris Wheaton Education
- University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science (B.S.) (Accounting)
1981-1985 - Hillcrest High School 1977-1981
Chris Wheaton Skills
- Certified Financial Planner
- Certified Public Accountant
- Estate Planning
- Independent Financial Advice
- Retirement Cash Flow Analysis
- Retirement Planning
- Intergenerational Wealth Transfer
- 401k Retirement Savings Plans
- Life Insurance Needs Analysis
- Esg Investing
- Charitable Gift Planning
- Self Employed Retirement Plans
- Charitble Donor Advised Funds
- Long Term Care Insurance Needs Analysis
- Mutual Fund Selection
- Index Fund Investing
- Ira Distribution Strategies
- Grantor Retaining Annuity Trusts Grats
- Socially Responsible Investing
- Family Limited Partnerships
- Roth Ira Conversions
- Has Errors
- Great
- Private Foundations
- Social Security Benefit Claiming Strategies
- Etf Investment Strategies
- Debt Management
- Tax Efficient Investment Strategies
- Disability Insurance Needs Analysis
- Personal Residence Trusts
- Investment Management
- Income Tax Minimization Strategies
- Income Tax Planning
- 401 Retirement Savings Plans
- Grantor Retaining Annuity Trusts
Chris Wheaton Summary
- Chris Wheaton, based in Larkspur, CA, US, is currently a Senior Investment Advisor, Managing Director at Litman/Gregory Asset Management, LLC. Chris Wheaton brings experience from previous roles at Arthur Andersen. Chris Wheaton holds a 1981 - 1985 Bachelor of Science (B.S.) in Accounting @ University of Illinois at Urbana-Champaign - College of Business. With a robust skill set that includes Certified Financial Planner, Certified Public Accountant, Estate Planning, Independent Financial Advice, Retirement Cash Flow Analysis and more. Chris Wheaton has 2 emails on RocketReach.
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Top Litman Gregory Wealth Management Employees
Chris Wheaton
Senior Investment Advisor, Managing Director
Larkspur, CA, US
Diane Ziesing
Finance Consultant
Larkspur, CA, US
Ron Johnson
Managing Partner, CFO
Danville, CA, US
Sara Rutchena
Relationship Manager
California, United States
Jason Siedle
VP - Operations
St. Louis, MO, US
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