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Christopher S

Series 66

El Dorado Hills, CA

Merrill

Christopher Sinclair is a Senior Financial Advisor with over 10 years of experience, providing personalized wealth management services within Merrill Lynch Wealth Management. He works closely with successful entrepreneurs, corporate executives, and affluent families, many in the technology and life sciences sectors, focusing on preserving and growing their wealth. Since beginning his career, Christopher has emphasized understanding the unique priorities of his clients to develop customized strategies that address wealth management goals, retirement planning, trust and estate planning through Bank of America Private Bank, corporate retirement plans, and strategic asset allocation. He combines personalized attention with the resources of a global financial services firm. Christopher holds a Bachelor's Degree from the University of California system and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his personal time, he enjoys traveling, skiing, and spending time with his family.

Wealth management General retirement planning Retirement income strategy General estate planning guidance Executive Parents
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