As a fee-based financial advisor upholding his fiduciary duty, Chris frequently reviews client tax returns and wanted to further enhance tax planning opportunities. In 2014, he became an Enrolled Agent as licensed by the Department of Treasury and formed Crown City Tax Planning - a tax planning and return preparation firm.
Chris graduated from the University of California – Los Angeles and earned his MBA in Financial Planning from California Lutheran University. He is a proud member of the California Society of Enrolled Agents where he serves on the Board of Directors, and he is also a Fellow of the National Tax Practice Institute - an advanced certification focused on guiding clients through the often-challenging maze of IRS codes, internal regulations, and agency structure.
Chris enjoys going to LA Kings and Ontario Reign hockey games, traveling with his wife, Mary, and exploring the world with his son, Carter.