Our Team
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®, 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.
6413
LPL Financial
LPL Finacial
CA, NV, TX
We are authorized to work with clients in all 50 states.
20
16
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Risk Management, Money Management, Wealth Management
Yes
Yes
Yes
Yes
I have a clean record
I have a clean record
Series 7, Series 66
Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Disability
Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Our Offices, Your Home, Our Office, Phone, Email, Your Office, Video Conference
Fee-Based
$25,000
Hourly, Based on Assets, Flat Fee, Commissions
1.0%
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.
500
500
500
$193,000,000
500
250
150
$193,000,000
Yes
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/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
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.
