Chris South, Financial Advisor located in Santa Rosa, CA

Financial Advisor
Chris South

CEPA®
3510 Unocal Place, Suite 115, Santa Rosa, CA 95403opens in a new window
Accepting New Clients
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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 Rogina
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
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

Phone

(707) 308-7035

Fax

(866) 346-3985

Office Address

3510 Unocal Place
Suite 115
Santa Rosa, CA 95403opens in a new window

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