100 Shoreline Highway, Suite B-101, Mill Valley, CA, 94941
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Christopher is a finance committee member for the College of Marin Foundation, reviewing investments and grants, and spends minimal time on this. He also serves on the finance committee for the Novato Chamber of Commerce, reviewing the financial budget and making recommendations, dedicating minimal time to this role.