We help you understand the opportunities and potential rewards available when you proactively approach your financial situation. Enhancing your understanding of financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
Chris Garrigan
Financial Advisor
Chris Garrigan was raised in Boston, MA, and graduated from Merrimack College in 1996 with a focus in Psychology and Business. He then relocated to the San Francisco/Bay Area in 1999 to join the technology boom. Chris was a Regional Vice President of Sales and led teams for 20 years - helping his employees develop and thrive in both their business and personal lives.
Chris converted the skills that aided employers with their retirement offerings, health benefits, and learning and development needs to now focus on assisting individuals, families, and small businesses in pursuing their goals in the financial arena as an LPL Registered Administrative Associate.
With 20-plus years of experience solving individual and business adversities, Chris focuses on financial planning and development to help others understand where they are today and how to get where they want to be. The relationship matters!
Mike Chong
CFP, CDFA
Mike Chong, CFP®, CDF®, is a Bay Area native. He graduated with a Bachelor's degree in Economics from UC Berkeley in 1999.
Mike lives his life with passion. He followed his dream of becoming a pilot and earned his commercial pilot license with an instrument rating. He has lived overseas doing volunteer work in Beijing, China, has traveled extensively to many parts of the world, and actively contributes to the community.
Mike's focus now is on helping others pursue their life goals--goals that often have a financial component.
As a CERTIFIED FINANCIAL PLANNER CFP® practitioner, Mike's focus is on comprehensive financial planning. He can work alongside you to help you design a plan to help you get from where you are today to where you want to be. He can show you the impact of decisions you have made and may make in the future.
General Information |
| Firm Start Year: | 2005 | |
| No. of Employees: | 5-9 | |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Finacial |
| States Licensed in: | CA, NV, TX |
| Number of Years with Current Firm: | 16 |
| Work with the following types of clients: | Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Insurance Products & Annuities |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Options & Futures, Commodities, Annuities, Insurance, Mutual Funds, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Disability |
Firm Information |
| Firm's Number of Clients: | 500 |
| Firm's Number of Planning Clients: | 500 |
| Firm's Number of Managed Clients: | 500 |
| Assets Managed by Firm: | $193,000,000 |
| Advisor's Number of Clients: | 500 |
| Advisor's Number of Managed Clients: | 250 |
| Advisor's Number of Planning Clients: | 150 |
| Assets Managed by Advisor: | $193,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $25,000 |
| Compensation Methods: | Flat Fee, Commissions, Based on Assets, Hourly |
| Fee % Based on Assets: | 1.0% |
| Additional Details on Charges: | MC Financial Partners fees range from 0.50% to 1.45% based on our clients' total assets under management. We also offer a flat fee for Financial Planning and can develop a creative fee structure. |
Education |
| Bachelors - Economics | University of California
- Berkeley, CA 08/15/1998-06/15/1999 |
| Masters - Financial Planning and & Taxation | San Diego State University
- San Diego, CA 08/15/2004-06/16/2006 |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
Securities, financial planning, and advisory services are offered through LPL Financial, a registered investment advisor. Member of: FINRA/SIPC . The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Sun. | 9:00 AM - 6:00 PM |
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Sat. | 9:00 AM - 6:00 PM |
| We are authorized to work with clients in all 50 states. |
| Check | Bank Transfer |
| Visa | MasterCard |
| American Express | Discover |
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