Chris Wahl, CFP®

Director, Financial Advisor at Manhattan West
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles, US
Skills

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Bio

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Experience

  • Manhattan West
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director, Financial Advisor
      • 2023 - Present

      Century City, CA

    • Associate Advisor, Relationship Manager
      • 2021 - 2023

      Century City, CA

  • Morton Wealth
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Associate Wealth Advisor
      • 2019 - 2021

      Calabasas, California, United States

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Client Service | Private Wealth Management
      • 2018 - 2019

      Century City, CA

  • Advanced Regulatory Compliance LLC (now part of ACA Group)
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Regulatory Compliance Consulting
      • 2017 - 2018

      Beverly Hills, California

  • National Planning Corporation (NPC)
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Advisory Operations
      • 2015 - 2017

      El Segundo, CA

  • PlanMember Financial Corporation
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Client Service & Broker-Dealer Operations
      • 2013 - 2015

      Carpinteria, CA

Education

  • UCLA Extension
    Certificate in Personal Financial Planning: Accelerated Online, Financial Planning and Services
    2020 - 2021
  • California Lutheran University
    Bachelor of Arts (B.A.), Marketing Communication
    2010 - 2013

Community

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