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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Estrada is a financial advisor at EP Wealth Advisors, a firm with offices in Torrance and Lafayette, California. Christopher is a Certified Financial Planner (CFP®) and holds FINRA licenses Series 6, 7, 63, and 65, as well as the SIE. Christopher has been working in the financial services industry since 2015. Christopher has experience in providing retirement plan advisory services and tax preparation services. Christopher specializes in providing financial planning, educational seminars and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/22/2021 - Present
EP Wealth Advisors (TORRANCE CA)
CA
10/16/2019 - 04/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
02/06/2019 - 09/16/2019
LIBERTY GROUP, LLC (OAKLAND CA)
CA
06/19/2017 - 02/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
06/27/2016 - 06/09/2017
FORESTERS FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
IA
Issued 09/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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