Christopher Weil & Co Inc

Catalina Cherny Santos is a Series 65-licensed financial advisor with Christopher Weil & Company, Inc., where she has worked since 2014. She has 10 years of industry experience and also maintains a role at Sharp Hospital since 2013. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to a diverse client base including individuals, pension plans, charities, and corporations. The firm employs a range of portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and consolidated reporting.

Michael Hubbert is a financial advisor at Christopher Weil & Company, Inc. in San Diego, CA, with nine years of industry experience. He has been with Christopher Weil & Company since 2016, following a brief tenure at First New York Capital Management. Outside of advising, he is a passive investor in a Manhattan restaurant and an online commerce website. Christopher Weil & Company provides discretionary investment management, financial planning, estate transition, and pension consulting to individual clients, pension plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and ongoing advisory support.

Christina Guiang is a financial advisor at Christopher Weil & Company, Inc. with two years of industry experience. She holds the Series 65 designation and has been with Christopher Weil & Company since 2019. Her prior roles include work with the Patricia and Christopher Weil Family Foundation and participation in the Jet Program. Christopher Weil & Company provides discretionary investment management, financial planning, estate transition, and pension consulting to individual clients, pension and profit-sharing plans, charities, and corporate entities. The firm employs diversified portfolio strategies that include the use of derivatives and cryptocurrency-related investments, supported by fundamental, quantitative, and qualitative analysis.

Danae Baltierra is a financial advisor at Christopher Weil & Company, Inc. with five years of industry experience. She holds a Series 65 designation and has been with Christopher Weil & Company since 2020. Prior to her advisory career, she worked in dance instruction at Trilogy Ballroom Dance and Fred Astaire Dance Studio. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension and profit-sharing plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and cryptocurrency-related investments, and offers personalized investment policy statements and ongoing advisory support.

Robert Gaan is a CFP® with over 20 years of experience in financial advising. He has been with Christopher Weil & Company, Inc. since 1994. The firm provides discretionary investment management, financial planning, estate transition, and pension consulting services to a diverse client base including individuals, pension plans, charities, and corporations. Christopher Weil & Company employs a range of portfolio strategies incorporating derivatives and cryptocurrency-related ETFs, and it recently transitioned to a partially employee-owned structure with expanded executive leadership.

Danny Cung is a financial advisor at Christopher Weil & Company, Inc. in San Diego, CA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Christopher Weil & Company since 2004. Christopher Weil & Company provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and consolidated reporting.

Jillian Andrews is a Series 65 licensed financial advisor with Christopher Weil & Company, Inc. in San Diego, CA, where she has worked since 2014. She has six years of industry experience. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension and profit-sharing plans, charities, and corporate entities. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and crypto-related investments, and offers personalized investment policy statements and consolidated reporting.

John Wells is a financial advisor with Christopher Weil & Company, Inc., holding a Series 63 designation and 20 years of industry experience. He has been with Christopher Weil & Company, Inc. since 1991. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individuals, pension plans, charities, and corporate entities. The firm employs diversified portfolio strategies that include the use of derivatives and investments in ETFs with cryptocurrency exposure, guided by fundamental, quantitative, and qualitative analysis.

Riley Corbett is a financial advisor at Christopher Weil & Co Inc with Series 65 credentials and around one year of experience in the industry. Prior to joining the firm, he held roles at Deel Inc, Zoom Info Technologies Inc, Comparably Inc, Incrementum AG, and Mavenlink. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individual clients, pension plans, charities, and corporate entities. The firm employs diversified portfolio strategies including derivatives and cryptocurrency-related investments, and offers personalized investment policy statements, consolidated reporting, and ongoing advisory support.

Tyler Hewes is a financial advisor at Christopher Weil & Company, Inc. with 12 years of industry experience. He holds a Series 65 license and has worked at Christopher Weil & Company since 2014. In addition to his advisory role, Hewes has been self-employed as an arts consultant since 2010. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to individuals, pension plans, charities, and corporate clients. The firm employs diversified and opportunistic portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, and offers personalized investment policy statements and ongoing advisory support.

Laura Sword is a financial advisor at Christopher Weil & Company, Inc. with 39 years of industry experience. She has been with Christopher Weil & Company since 1994. She holds Series 63 and Series 65 licenses. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting to individuals, pension plans, charities, and corporate entities. The firm uses diversified, concentrated, and opportunistic portfolio strategies, incorporating fundamental, quantitative, and qualitative analysis across clients' accounts.

Jonathan Strauss is a CFP® and Series 65-registered advisor with Christopher Weil & Company, Inc., where he has worked for 10 years. He has nine years of industry experience. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting to a range of clients including individuals, pension plans, charities, and corporate entities. The firm employs diversified portfolio strategies, including the use of derivatives and cryptocurrency-related ETFs, guided by fundamental, quantitative, and qualitative analysis.

Kristina Tabuena is a financial advisor at Christopher Weil & Company, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at firms including Mariner Wealth Advisors and Wells Fargo. Christopher Weil & Company, Inc. provides discretionary investment management, financial planning, estate transition, and pension consulting services to a diverse client base, including individuals, pension plans, charities, and corporations. The firm employs a variety of portfolio strategies, including the use of derivatives and cryptocurrency-related investments, and offers personalized investment policies and ongoing advisory support.