Chris Latham, CFP® 

Chris Latham, CFP® 

Wealth Advisor

For nearly three decades, Chris Latham has guided his clients, whom he is privileged to call friends, in helping to preserve their assets, building their wealth, and creating financial confidence and health for themselves and their families.

Early on, Chris was aware of the gap in financial stability around him. He watched some families struggle while others seemed to be very successful with their money. This planted the seeds of curiosity in him about money, income, savings, and risk. He began to study the traits of those that seemed to manage their money well and work towards financial success. All it took was one finance class in college, and Chris began his journey of taking people through challenging financial situations and turning them into beneficial and stable futures for them and their heirs.

Chris is caring and always goes the extra mile with his clients. He creates a partnership with clients and guides them every step of the way in their personal financial journey so that they can become more financially confident.

He earned a BA in Finance from San Diego State University and holds the CERTIFIED FINANCIAL PLANNER™ certification. Chris is a member of the Financial Planning Association and also holds FINRA Series 7 and 24 registrations through LPL Financial and various insurance and risk management licensure.

Chris and his girlfriend Kimberly live in Huntington Beach with their blended family, which includes four children. He is very grateful for the support his family has given him through the years. When not in the office, he enjoys spending time with his family and friends as well as traveling, surfing, camping, and volunteering. His volunteer activities include working with LOTS, an organization that provides support services to the homeless; Robyn’s Nest, which provides resources, funding, and support to at-risk and homeless high school students; and Project Self-Sufficiency which offers services for single-parent families and helps them complete their education and create financial stability. In addition, he provides financial services and insight to First Christian Church in Huntington Beach and Wings for Widows in San Diego at no cost. Chris is also on the CERTIFIED FINANCIAL PLANNER™ board.