Christopher L. Willis, CFP®, AIF® is a Registered Representative and Advisory Associate of Cetera Advisor Networks LLC, a full service Broker/Dealer and Registered Investment Advisor, member SIPC. Chris earned a Bachelor of Science degree from the University of Southern California in 1977, majoring in Accounting and Finance and became a CERTIFIED FINANCIAL PLANNER ® professional in 1985. He holds FINRA Series 7 and 63 registrations as well as Life, Health, Disability and Variable Contract insurance licenses. He is currently registered to conduct securities business in 20 states.
With over 35 years of experience, Chris has focused on providing comprehensive wealth management and financial planning services to his clients, comprised primarily of high net worth individuals, privately held corporations, and non-profit organizations. He incorporates his extensive knowledge and expertise to educate his clients, allowing them to make informed decisions, while assisting them to meet their personal and financial goals and objectives. Throughout his career, he has dealt in depth with qualified retirement plans, estate planning, and investment management. As part of the wealth management process, Chris frequently works with client’s attorneys and CPA’s to assist in their estate, business, and tax planning needs.
Chris’ relationships within the professional community have allowed him to work primarily on a referral basis. He has provided financial planning services to several well recognized private academic institutions in the San Gabriel Valley, and also provides fee-based hourly consulting services for individuals, small businesses, and organizations. Prior to entering the financial services industry in 1985, he specialized in tax-deferred exchanges of residential income properties and currently holds a California Real Estate Broker license.
Chris has been actively involved with numerous professional and community organizations over the years. He and his wife, Nancy, have been married for more than 34 years and have two adult children. When they aren’t traveling, they can often be found attending USC football games in the fall and skiing in Mammoth in the winter. In his leisure time, Chris enjoys spending time with his family and participating in outdoor activities including fly fishing, golf, and photography. They currently reside in Arcadia, CA.