Christopher T. Offner, AAMS®
Managing Partner

Chris’s career spanned several key areas of the financial services industry starting in the mid 1990’s as a financial advisor.

In the late 1990’s, Chris moved onto the asset management side of the industry where he worked directly for investment firms extending approximately 15 years. There he learned how investment products are created and managed. During this time, Chris advanced to become a liaison of the portfolio managers of various investment channels. His role would allow him to learn from the fund managers to understand both the changes they would make inside their portfolios, but more importantly, why those changes were being made. He would then travel to various parts of the country as the spokesperson for their programs while educating financial advisors on the economy, market conditions and portfolio construction both individually and as a speaker at regional and national events.

CA Insurance License Number: 4472350. Resident State: TX.