Financial Advisor
Chris South
CEPA®
3510 Unocal Place, Suite 115, Santa Rosa, CA 95403opens in a new windowAccepting New Clients
Serving clients with $500,000
Focus Areas
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Business Retirement Plans
- Corporate Executives
- Wealth Strategies
- Intergenerational Planning
Focus Areas
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Business Retirement Plans
- Corporate Executives
- Wealth Strategies
- Intergenerational Planning
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®
Team Members
Katie RoginaSr. Branch Office Administrator
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 01:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
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