Christopher Creed

Background

About Christopher Creed

SF Bay Area-based Relationship Manager, working in several fields of fiduciary responsibility and account management. As a Service Sales Account Rep, I focus on identifying new opportunities via end-user customers and expanding services to existing customers while managing and growing the business through selling new service contracts within the SF Bay Area. As an Investment Advisor, I help business professionals grow their assets for the long term and create/manage tax-efficient plans. I take this mission very seriously and work closely with my clients to recommend the appropriate services to help them achieve their unique goals. I have the knowledge and experience to match your investment portfolio with your risk tolerance, time horizon, and investment objectives, while also suggesting alternatives to help protect your assets.