Christopher S. Wright
Christopher S. Wright, CFP®, CWS®
Chris Wright has served the financial planning needs of doctors for over 40 years. He is committed to helping health professionals accumulate and preserve wealth and reach their financial goals.
Chris’s father practiced obstetrics and gynecology for over 30 years and served as Chief of Staff of Scripps Memorial Hospital in La Jolla, California. Growing up in a doctor’s family helped Chris develop insight into the unique needs of health professionals and their families.
Chris received his Bachelor of Arts degree in Economics from UCLA in 1979 and began his career as a Financial Advisor in 1980. He obtained the CERTIFIED FINANCIAL PLANNER™ Certification in 1983, becoming one of the youngest CFP® Certificants in the country at that time. He later obtained the Certified Wealth Strategist® Certification from the Cannon Financial Institute. The Certified Wealth Strategist® curriculum focuses on the effective delivery of financial services with an emphasis on the most important financial issues facing individuals and their families. In 2010, expressing an interest in associating with a sophisticated group of like-minded advisors, Chris partnered with Orange Capital Management. OCM’s strong commitment to clients, background in asset accumulation and income distribution planning, coupled with their use of a time-segmented (“bucket”) strategy, made for a perfect fit.
Chris is insurance licensed in the State of California, and holds securities registrations as a Registered Principal of First Allied Securities, Inc., and an Investment Advisor Representative with First Allied Advisory Services, Inc.
Chris and his wife Caroline live in Laguna Beach, California.