Financial planning and beyond

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Plans

Christopher G. McGehee

Financial Advisor

Chris has been in the financial services industry since 2005 and has been with UBS Financial Services Inc. and The Cohen Group since 2013.

Chris is a native of Bakersfield with strong ties to the community. Chris is active with the Arts Council of Kern, Rotary Club of Taft, and Taft Union High School Oil Tech Academy. Chris also is the Den leader for Cub Scouts Pack 125. Chris enjoys spending his weekends with family and traveling. Chris and his wife Michelle live in Bakersfield and have 2 young children.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • ID
  • MT
  • NC
  • NV
  • OH
  • OK
  • OR
  • SC
  • TX
  • UT
  • WA
  • WI
  • WY

Education

  • BA, Concordia University, Irvine, CA
  • A.A., Taft College, Taft, CA
9201 Camino Media
Suite 230
Bakersfield, CA 93311
  • (661) 663-3216

Email Me

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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