Chris Robertson
President & Financial Planner at Peak Financial Group
- Role
- President at Peak Financial Group
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Chris Robertson
I joined Peak Financial Group in 2019, specializing in comprehensive financial planning, estate planning strategies, wealth management, and business owner planning. My focus is on helping clients navigate complex financial decisions with clarity and confidence, ensuring their wealth aligns with their long-term goals.I earned a Bachelor of Science in Aerospace Engineering from UCLA and began my career at Boeing. After two years in engineering, I sought a more dynamic and client-focused profession, leading me to financial services and the opportunity to join the Peak Financial Group team. I hold FINRA Series 7 and 66 registrations and am licensed in life insurance in multiple states.Beyond my work, I am an Eagle Scout and actively involved with the Boy Scouts of America and the Surfrider Foundation. I have a deep appreciation for the outdoors and adventure, which includes summiting Mount Kilimanjaro and Aconcagua, as well as playing water polo, swimming, snowboarding, and traveling with family and friends.
Experience
President
May 2025 — Present · Irvine, CA, US
Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.California Insurance License #401127
Education
UCLA
Bachelor of Science - BS, Aerospace, Aeronautical and Astronautical Engineering
2011 — 2017
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