The right moves for your financial future

Chris works closely with corporate executives, business leaders as well as successful individuals in the entertainment industry to help them grow and preserve their wealth, in an effort to achieve financial security. He understands the complexities and pressures they face, and helps them effectively manage their assets as their priorities and goals evolve over time.

Chris learned first-hand the power of investing from his grandfather who worked in the banking industry in Paris, France. As he watched the stock market rise and fall, his grandfather taught him how changes in the economy impacted the markets. He set out to become a financial advisor where he could educate clients about important financial concepts and techniques, helping them navigate the markets, while making a profound impact on the quality of their lives.

As a CFP®, he has a strong understanding of the major pillars that impact wealth, such as company savings plans, tax-efficient strategies, retirement and estate planning. 

Originally from Chevy Chase, MD, Chris now splits his time between Los Angeles and New York City. He is currently engaged to his fiancé Devyn and is excited about their upcoming wedding.

In his free time, he enjoys skiing, golfing, jazz piano, sculpture and traveling to Europe to visit family. He is a member of the charitable organizations The Robin Hood Foundation, Children International and New York Cares.

Stephanie Ellor was born in England and raised on the east coast. She came to California over 15 years ago and graduated from Cal State Dominguez Hills. Prior to her wealth management career, Stephanie served as a corporate flight attendant where she traveled to over 30 countries around the world.

Stephanie is certified by the Professional Association of Diving Instructors and enjoys diving with marine life. In her spare time, she also enjoys hiking and baking.