Chris Robertson
President & Financial Planner | Peak Financial Group
Irvine, California, USA
I help individuals, families, and business owners create personalized financial strategies for long-term success.
Overview
Chris Robertson helps business owners, executives, and families navigate complex financial decisions with clarity and confidence. As President and Financial Planner at Peak Financial Group, he specializes in comprehensive financial planning, estate planning strategies, wealth management, and business owner planning, taking a thoughtful, long-term approach to helping clients achieve their financial goals.
Before transitioning into financial services, Chris earned a Bachelor of Science in Aerospace Engineering from UCLA and began his career as a manufacturing engineer at Boeing. His engineering background gives him a structured, analytical perspective that complements his work developing customized financial strategies for clients. He also holds FINRA Series 7 and 66 registrations and is licensed in life insurance across multiple states.
Financial Services
10 - 19 Employees
9+ Years Experience
