Chris began his career at Merrill Lynch's Private Client Group in La Jolla, California, where he provided high net worth clients and institutions with a wide variety of services, from tax-efficient portfolio management, stock option valuation and modeling, life insurance consulting, asset-based lending, mortgages, and comprehensive financial planning and forecasting. While at Merrill Lynch, Chris was awarded Merrill Lynch's Certified Financial Manager (CFM) designation, as well as Merrill's Wealth Management Advisor (WMA) designation. After only four years at Merrill Lynch, Chris was named Assistant Vice President at only 34 years old. By age 37, Chris was named a Vice President of Merril