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Christopher P
Series 63, Series 66
Albuquerque, NM
WaterRock Wealth Management
Christopher Prien is a financial advisor with WaterRock Wealth Management in Albuquerque, NM, holding Series 63 and Series 66 credentials and 30 years of industry experience. He is also the CEO of Prien Insurance Solutions, LLC, where he oversees fixed, fixed indexed annuities, life insurance, and disability insurance sales. Prien has been involved with WaterRock since 2018 and has prior experience at Questar Capital Corporation and Alpha Solutions Management. WaterRock Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, managing approximately $153.7 million in assets. The firm emphasizes customized, long-term portfolios primarily using low-cost mutual funds and ETFs and employs a combination of fundamental, technical, cyclical, and charting analyses in portfolio construction.
Gifford D
Series 65
Albuquerque, NM
WaterRock Wealth Management
Gifford Davis is a financial advisor at WaterRock Wealth Management in Albuquerque, NM, holding a Series 65 credential with two years of industry experience. He previously worked at US Bank for nine years before joining WaterRock and Prien Asset Management. WaterRock Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and basic estate-planning services. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, with an emphasis on tax-aware asset location and opportunistic rebalancing.
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