With extensive experience in the financial services industry, Christopher Jenkins has developed a reputation for providing thoughtful, well-rounded wealth management strategies to business owners and families across the country. His career reflects a long-standing dedication to addressing the wide range of financial considerations that come with managing, preserving, and transitioning wealth.
Christopher earned a Bachelor of Science in Accounting from the University of Colorado. His commitment to ongoing education led him to earn a Master’s in Taxation from Golden Gate University and complete the Personal Financial Planning Accelerated Program at the University of California, Irvine in 2007. Most recently, he earned the Chartered Retirement Plans Specialist℠ (CRPS®) designation, further expanding his knowledge in retirement plan design and administration.
Over the years, Christopher has worked with clients facing a variety of financial complexities. His approach emphasizes tax awareness and appropriate risk alignment in investment selection, allocation, and ongoing account oversight. His prior role as a Registered Principal with SagePoint Financial Inc. equipped him with extensive experience in both strategic and technical aspects of financial planning.
Christopher holds a range of industry credentials, including:
Certified Public Accountant (CPA)
Chartered Retirement Plans Specialist℠ (CRPS®)
FINRA Series 7, 63, 24, and 65 registrations (held with LPL Financial)
California Insurance License for Life, Health, and Disability
Outside of his professional work, Christopher is an avid scuba diver, enjoys golfing, and holds a private pilot license.
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