Chris Maudlin, CAIA

Chris Maudlin is a Senior Wealth Advisor at AlphaCore Wealth Advisory, where he focuses on helping clients meet their financial goals and objectives.3 He holds the Chartered Alternative Investment Analyst (CAIA®) designation, which demonstrates his expertise in alternative investments.13

Professional Background

Maudlin has been with AlphaCore Capital LLC since September 2020.5 Prior to joining AlphaCore, he worked at Altegris Investments as a Vice President from July 2009 to September 2020.5 This extensive experience in the financial industry has equipped him with valuable knowledge in investments and finance.4

Expertise and Approach

At AlphaCore Wealth Advisory, Maudlin is part of a team that employs an innovative asset allocation philosophy. While recognizing the importance of traditional allocations to stocks, bonds, and real estate, AlphaCore believes in incorporating alternative investments to properly diversify portfolios.2 This approach aligns with Maudlin's CAIA® designation, which focuses on alternative investment strategies.

Client Services

As a Senior Wealth Advisor, Maudlin leverages his expertise to assist clients in various aspects of financial planning and wealth management. His role involves helping clients navigate their financial journeys and achieve their objectives through customized wealth preservation strategies.1

Recognition

Maudlin is highly regarded in his field, with colleagues praising his knowledge of investments and finance. He comes recommended for those seeking financial advice4, indicating his competence and reliability as a wealth advisor.