Chris Groeneveld

Professional Background

Chris Groeneveld has built a distinguished career in the investment advisory community since 1989, demonstrating unwavering commitment and expertise in wealth management for high net worth individuals. With over three decades of specialized experience, Chris has gained invaluable insights into various financial strategies, providing tailored solutions for personal wealth management, retirement planning, college planning, and business enterprise cash management. His extensive career is marked by a dedicated approach to helping clients achieve their financial goals while focusing on their unique wealth management concerns.

Currently, Chris serves as a Senior Investment Counselor within the Global Division at Fisher Investments. In this role, he leverages his substantial knowledge in investment strategies and wealth advisory services to guide clients through the complexities of financial planning and investment management. Fisher Investments is renowned for its commitment to putting clients first, and Chris embodies these values by ensuring that every client's financial aspirations are met with the utmost professionalism and care.

Before his tenure at Fisher Investments, Chris held prestigious positions at leading financial institutions, including Wachovia Securities and Morgan Stanley. As the Vice President of Investments at Wachovia Securities, he played a pivotal role in developing investment strategies that catered to high net worth clientele. Furthermore, as the Assistant Vice President of Investments at Morgan Stanley, Chris was instrumental in building strong client relationships and delivering exceptional advisory services.

Education and Achievements

Chris Groeneveld pursued his Bachelor's degree in Economics from the esteemed University of California, Santa Cruz. The foundational knowledge he gained in economics has served him well throughout his career, enabling him to approach wealth management with a comprehensive understanding of market dynamics, economic principles, and investment strategies.

His educational background also reinforces his commitment to lifelong learning and professional development, ensuring that he remains at the forefront of trends and practices within the investment advisory sector. Chris's dedication to his clients and community is evident in his continuous pursuit of excellence in all aspects of his profession.

Notable Achievements

Throughout his career, Chris Groeneveld has achieved numerous milestones that highlight his expertise and dedication to the investment advisory field. His focus on providing exceptional service has earned him a reputation among colleagues and clients alike as a trusted advisor. By helping clients navigate the intricacies of wealth management, he has facilitated many individuals to secure their financial futures, ensuring that their wealth is safeguarded and maximized.

In addition to his impressive work history, Chris's ability to merge analytical thinking with personalized service has set him apart in his industry. His clients appreciate not only his financial acumen but also the transparency and trust he instills within those relationships. Chris is dedicated to driving positive results in clients’ portfolios and is known for his strategic planning and proactive approach towards investment management. Additionally, his insightful guidance in retirement planning and college financial strategies has empowered many families to achieve their educational goals and secure their futures for generations to come.

Achievements