Chris Giordano

Partner Advisor

AIF®

Accredited Investment Fiduciary® Chris Giordano is a Partner Advisor in our Los Gatos, California, office. A graduate of the University of California, Santa Barbara, Chris has more than 35 years of experience helping clients reach their financial, investment, and retirement goals. When not advising clients, Chris enjoys spending time with his wife and daughter, cooking, traveling, and being outdoors with his dogs.

I view every new client relationship as a lifelong commitment. That’s why, from the outset, I strive to make a personal connection by getting to know as much about them as possible. Once we establish this strong foundation, we can then turn to discussing their current financial situation, future goals and objectives, and any shortfalls between the two. Together, we develop a personalized and comprehensive financial strategy to close these gaps and achieve long-term security.

Throughout this entire planning process, I am guided by a commitment to honesty, integrity, and placing the client’s best interests at the forefront. I believe in clear and consistent communication, and my clients can expect regular updates and explanations that are easy to understand. With years of experience across various market conditions and a deep understanding of different financial scenarios, I’m proud to provide sound guidance every step of the way.

As a financial advisor, I enjoy helping people become financially secure. Many of my clients choose to work with me because they don't like managing their finances, or because they don't understand how to manage their finances. My skills and expertise remove that burden from their lives, allowing them to spend their time doing the things they really enjoy, such as being with family or traveling. I find great fulfillment in guiding people toward financial freedom so they can live their lives with confidence and clarity.

I’ve been incredibly fortunate to find a career that I love that also helps people live better lives.

Latest Insights


The Legacy Plan Disruptor No One Talks About: Long-Term Care

You planned for everything. Except this. Discover what long-term care can do to even the best-designed estate.

Read more
What’s Your Passion? How Collecting Shapes Identity, Legacy, and Investment Strategy

Collecting is often born from love. But for many high-net-worth individuals, it needs to be thought of with as much care and planning as any other …

Read more
The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?

Your investments might look and feel like they’re diversified. But what happens when you look under the hood?

Read more