Christian Chasey, CFP® is a 2016-2021* San Diego Five Star Wealth Manager whose clients are a select group of successful business owners and families. Working with The Wealth Consulting Group, he uses a comprehensive process to address his clients’ five key concerns: making smart decisions with their money, mitigating taxes, taking care of their heirs, keeping their assets from being unjustly taken, and magnifying their charitable gifts. He works with a network of financial professionals to help his clients work towards achieving what is most important to them.
If you are interested in beginning a discussion with a potential lifelong partner who will take the time to get to know you, you are encouraged to take the first step. Call him at 619-269-1017 to schedule an introductory Discovery Meeting, the first step in his Collaborative Process.
*Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016-2021 Five Star Wealth Managers.