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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 Muniz is an investment advisor representative at Creative Planning. Christopher has over 20 years of experience in the financial services industry. He has a Series 7, Series 63, and Series 65 license and is also a Certified Financial Planner. Christopher has worked at several firms including Union Bank, Unionbanc Investment Services, and Wells Fargo Advisors before joining Creative Planning. He is experienced in financial planning, portfolio management, and investment advice. Christopher specializes in working with high-net-worth individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
08/28/2023 - Present
Creative Planning (SAN DIEGO CA)
CA
05/11/2012 - 06/26/2017
UNIONBANC INVESTMENT SERVICES, LLC (LAJOLLA CA)
CA
01/03/2011 - 07/15/2011
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
CA
05/26/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 08/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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