Chris Grellas

Background

About Chris Grellas

I am a co-founder and Financial Advisor at ProsperPlan Wealth, an award-winning, 100% fiduciary advisory firm that is backed by New Edge Advisors, one of the largest Registered Investment Advisors (RIA) in the industry. ProsperPlan Wealth is an independent advisor that provides fee-only financial planning and investment management that is always in the best interests of the client.(I can be reached at 916-909-3993, or via email at Chris@ProsperPlan.com.)More about me:I am a CFP® professional (the gold standard for our industry), and have also earned my Master of Science in Financial Analysis (MFSA) from the University of San Francisco. After nearly a decade in my career, I left a large firm to found ProsperPlan Wealth because I knew that I wanted a more personalized approach to working with clients. While I value all people and respect their beliefs, the foundation for my dedication to my clients can be found in my Christian convictions and faith. I firmly believe in what Jesus said in Matthew 7:12, “So whatever you wish that others would do to you, do also to them, for this is the Law and the Prophets.”Lastly, I am a Sacramento native, earned my Bachelor of Science in Business Administration (Finance) from CSUS (Sac State), and I live just east of Sacramento, in Gold River, with my wife, Tanya, and our two beautiful daughters, Kaira and Amalia.Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as ProsperPlan Wealth, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC, doing business as ProsperPlan Wealth, unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC for accuracy or completeness.