Simplicity and easy access are hallmarks of Christian’s approach. His clients are often people in the early to middle stages of acquiring significant wealth, who wish to delegate and upgrade their planning. Many are employed at tech firms where they receive stock options taken as compensation and must make decisions critical to their futures.

Christian views himself as a personal trainer for his clients’ money, dedicated to advancing their financial health and independence over time. Recognizing that his busy clients already face challenges to finding a healthy work–life balance, his objective is to develop a flexible plan that adapts to changing situations and conserves their resources.

Before joining Sagemark in 2015, Christian worked for Wells Fargo and Merrill Lynch and Bellwether Capital Management LLC. At Wells Fargo, he specialized in helping Chevron employees with retirement planning as part of the Wixon Olin Financial Group. He holds a degree in Business Administration and a minor in Religious Studies from Saint Mary’s College of California.

Christian’s early passion for investing led him to open his first brokerage account at age 15. Equally passionate about community service, he was founding member and past president of the Walnut Creek Rotary Club, and current membership chair for the San Francisco Evening Rotary Club. In this capacity, he volunteers with several civic and community charities. When not at work or volunteering, he enjoys activities with family and friends and working out.

.