Suggestions
Christopher Petrik
Advisor & Managing Partner
Christopher Petrik is an accomplished professional with a strong background in financial planning and services.
He pursued his Bachelor of Business Administration (BBA) with a focus on Financial Planning and Services at San Diego State University.
With extensive experience in the finance industry, Christopher currently serves as the Advisor & Managing Partner at JRS Investments and Wealth Preservation, LLC.
Before his current role, he held positions as a Financial Advisor at Morgan Stanley, Waddell & Reed, and as a Financial Associate at Merrill Lynch.
Christopher's diverse experience equips him with a comprehensive understanding of investment strategies and wealth management, making him a valuable asset in the financial planning sector.
Get intro to Christopher
Add to my network
Location
Orange County, California, United States
People also viewed
Ryan McCann
Branch Manager,Vice President- Wealth Management @ UBS Financial Services, Inc.
Ben Willgrass FPFS
Chartered Financial Adviser Willgrass Wealth Management Ltd Partner Practice St. James's Place Wealth Management
Jeroen Verhoeff
Fintech Consultant / Fintech Transaction Manager at ING
Mutual Connections
See who you know in common with Christopher
Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
People also viewed
Ryan McCann
Branch Manager,Vice President- Wealth Management @ UBS Financial Services, Inc.
Ben Willgrass FPFS
Chartered Financial Adviser Willgrass Wealth Management Ltd Partner Practice St. James's Place Wealth Management
Jeroen Verhoeff
Fintech Consultant / Fintech Transaction Manager at ING
Mutual Connections
See who you know in common with Christopher