user avatar

Christopher Paul Van Slyke

Advisor at Worthpointe — Ramona, CA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

23 years

Location

Ramona, CA

Worthpointe logo

Worthpointe

Team

Total advisors

1

Clients per advisor

622 Very High

Avg AUM per client

$1,626,024 High

HNW client ratio

37% Typical

About

Christopher Van Slyke is a CFP® professional with 22 years of industry experience, currently serving at WorthPointe. He has worked at WorthPointe since 2013 and was previously with Constitution Wealth LLC from 2021 to 2025. WorthPointe provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and retirement accounts. The firm employs a Modern Portfolio Theory-based investment approach using diversified model portfolios primarily composed of mutual funds and ETFs, with portfolio management conducted on a discretionary basis and supported by an internal suitability process and Investment Committee.

Client services

Based on Worthpointe

Financial planning Portfolio management Pension consulting Selection of other advisers Sub-adviser services

Expertise

Based on Worthpointe

Wealth management Tax-loss harvesting

Occupation focus

Based on Worthpointe

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Up to $5,000 or more, negotiable, depending on scope and complexity of financial consulting services

Percentage

$0+: Up to 1.00% annually for AUM Clients (may be negotiated) $0+: Up to 0.40% annually for NW Clients (based on household net worth, may be negotiated)

Project-based

$100 to $750 per hour, depending on complexity and professional providing the service

Other

Account minimum: $500,000 Minimum fee: Minimum annual fees up to $2,500 (or higher) may be imposed by some third-party managers or sponsors Fee-only: Advisory fees charged as a percentage of assets under management; no commission-based compensation accepted; 12b-1 fees not accepted

Location

Ramona, CA

Ramona CA

Advisors at this office

1

Most active in

California · Texas · Wyoming

Work history

23 years of industry experience

Constitution Wealth LLC

2021 - 2025 • 4 years

Jackson, WY

Worthpointe, LLC

2013 - Present • 13 years

Austin, TX

Trovena, LLC

2003 - 2013 • 10 years

San Diego, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Frederick P

Series 65

Poway, CA

Pearson, Frederick, Norman Jr.

Frederick Pearson is a Series 65-licensed financial advisor with 15 years of industry experience. He operates as a self-employed advisor through his independent firm, Pearson, Frederick, Norman Jr., based in Poway, CA. His firm provides discretionary portfolio management primarily for individual investors, focusing on IRA accounts. The investment strategy centers on income through dividend-paying stocks and ETFs, with a smaller allocation to growth equities managed under a strict money-management framework.

Income planning Active portfolio management
user avatar

John M

Series 65

Poway, CA

Engineering Financial Independence, Inc.

John Malaney is a financial advisor at Engineering Financial Independence, Inc. with four years of industry experience. He holds the Series 65 designation and has a background as a Program Manager at General Atomics, where he worked for fourteen years. Engineering Financial Independence, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $5.0 million across a small number of relationships. The firm offers a free subscription service featuring general investor commentary, and employs an investment approach that includes fundamental analysis, modern portfolio theory, quantitative methods, long-term equity strategies, options trading, mutual funds, ETFs, and fixed income.

Options & derivatives strategies Active portfolio management Technology Professional
user avatar

Earl W

Series 66

San Diego, CA

Spirit Global Investment Advisors, LLC

Earl Wong is a financial advisor at Spirit Global Investment Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Spirit Global since 2013. Outside of his advisory role, he manages One Road Media Ventures, focusing on developing and distributing global media projects with an emphasis on partnerships in Asia. Spirit Global Investment Advisors serves family offices, ultra-high-net-worth individuals, and institutional investors with integrated wealth management, combining public-market portfolio management, alternative fund access, and institutional-grade digital asset services. The firm employs a manager-of-managers approach with significant allocations to alternatives and digital assets, primarily targeting sophisticated and institutional mandates.

Private / alternative investments Tax-loss harvesting Real estate investing Wealth management Founder/Business Owner Executive Retired
user avatar

John G

CFP®, ChFC®, Series 63, Series 65

Escondido, CA

Goodrich Financial Group, LLC

John Goodrich is a CFP® and ChFC® with 25 years of experience in financial advising. He has been the principal of Goodrich Financial Group, LLC in Escondido, CA since 2006. Outside of advising, he owns a single-family townhouse rental property in San Diego. Goodrich Financial Group provides discretionary investment supervisory services to individuals, high-net-worth individuals, and select corporate clients. The firm employs a blend of asset allocation and multiple analytical methods, using both long- and short-term strategies and active instruments such as options and margin transactions.

Options & derivatives strategies
user avatar

Christopher W

Series 63, Series 65

Escondido, CA

Ward Capital Management LLC

Christopher Ward is a financial advisor with Ward Capital Management LLC in Escondido, CA. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Prior to founding Ward Capital Management in 2014, he worked at Chronos Corporation, FFEC Wealth Partners LLC, Banc Of America Investment Services, Inc., Quick & Reilly, Inc., and A. G. Edwards & Sons, Inc. Ward Capital Management provides investment advisory and retirement plan services to individual investors, including high-net-worth clients, trusts and estates, institutional retirement plans, nonprofits, foundations, corporations, small businesses, and churches. The firm manages portfolios using a single stock model supplemented by bonds and employs both fundamental and technical analysis, while also offering fiduciary consulting and participant education for plan clients.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Thao T

CFP®, CDFA®

San Marcos, CA

Anora Wealth

Born and raised in Saigon, I moved to the U.S. alone at 16. Shortly after, my family’s business collapsed, and I became financially independent when I was still a teenager. That experience lit a fire in me—a desire to understand how money works, and how to use it to protect and empower the people we love. As I went deeper into the world of finance, spent over a decade working with leading private wealth management firms in California, I realized wealth isn't just about income or investments. It's about peace. It's about having choices. And it's about living a life that reflects who you are—not just what you’ve earned. Too often, we’re taught to chase someone else’s version of success. I’ve seen people climb hard, high, and fast—only to realize they were on the wrong mountain. That’s why I started Anora Wealth: to help people like you pause, get clear on your “why,” and build a financial life rooted in intention, not pressure. Today, I work with first-generation wealth builders, content creators, and women in transition to align their money with what matters most—so they can stop surviving, and start designing a life of clarity, calm, and confidence. Outside of work, I love learning new things, listening to podcasts, crafting, and spending time in nature. I stay active through boxing, cycling, hiking, tennis, and yoga. I’m fluent in Vietnamese, currently learning Mandarin, and know a bit of French.

Cross-border & expatriate issues Immigrants Women Professionals Gen Y/Millennials (Born 1980-1995)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)