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Chris Welton
Wealth Management Advisor - Estate Planning - Surgeons, Tech Executives, Investment Bankers, Attorneys
Chris Welton, CFA®, CFP®, is a dedicated Financial Advisor at Northwestern Mutual with a mission to eliminate financial stress for clients.
With a strong background in finance and strategy, Chris leads a team at Northwestern Mutual specializing in assisting affluent and emerging affluent professionals, families, institutions, and businesses in creating comprehensive financial plans.
His expertise covers risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning, offering a holistic approach to financial well-being.
Chris works closely with various professionals including investment bankers, venture capital, private equity professionals, law partners, entrepreneurs, technology executives, and physicians at different career stages.
As a CFA Charterholder, Chris has met the rigorous requirements of the Chartered Financial Analyst® (CFA) credential, a prestigious designation in the investment industry.
His educational background includes an MBA with Honors in Finance and Strategy from UCLA Anderson School of Management, a BA in Political Science from Amherst College, and a High School Diploma from William Penn Charter School.
Chris Welton can be contacted for an introductory call at 650-771-9555 or christopher.welton@nm.com to start the journey towards financial security.
