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ClaimAn Accounting Firm Based in El Dorado Hills, CA
Chris began his financial planning practice in 1997. Chris was affiliated with Sagemark Consulting for 10 years prior to founding Continuum Financial Partners. Chris was a founding member of Sagemark's elite Private Wealth Services Group. Private Wealth Services was structured to offer comprehensive wealth management to Very High Net Worth individuals and families. Chris is a CERTIFIED FINANCIAL PLANNER(tm) practitioner as well as a Chartered Financial Consultant.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
El Dorado Hills, CA
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Year founded
Founded 2011
1 Locations
- El Dorado Hills , CA
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