Christopher Woo

Chris has been helping people pursue their financial freedom for over 14 years. Partnering with LPL Financial in 2008, he started assisting clients by educating them on different investment strategies outside of the traditional bank offerings. In 2012, he helped a local credit union grow its financial advisory department while gaining the experience of working with institutional based investments needed in today’s challenging markets.

Chris focuses on helping clients with a full spectrum of investment and planning solutions, ranging from retirement planning to crafting financial plans incorporating tax-efficient strategies. He accomplishes this through a comprehensive planning approach based on his core beliefs of communication, integrity, honesty, and hard work.

Chris graduated with a B.S. in Business, Information Systems and received his Certificate in Personal Financial Planning from UC Irvine. Additionally, he has studied at the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.

He holds the FINRA Series 7, 63, 66, and 24 with LPL Financial in addition to his Life, Accident and Health Insurance license.