Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Chris J. Held
Chris has been helping people in the San Francisco Bay Area for over 19 years.
Starting at Wells Fargo Advisors in 2004, he helped clients by educating them on different investment strategies outside of the traditional bank offerings. In 2012, he was recruited by Morgan Stanley refining his practice and gaining the expertise needed to navigate today's challenging markets by becoming a CERTIFIED FINANCIAL PLANNER® professional.
In 2019, he founded Element Wealth Management with the goal of creating a firm that puts the client first, and to connect with other advisors with the same vision. Chris lives in Walnut Creek, California with his wife, Roxanne, his son Kelly, and Bear the Dog.
Originally from Plymouth, Minnesota, Chris is an avid outdoorsman and Vikings fan.
