CAMINO ADVISORS - Key Persons
Chris is one of the Partners at Camino Advisors and assists with retirement planning, asset/liability financial planning, small business retirement plan analysis, concentrated stock risk management, and tax-efficient wealth management. He has been in the financial services industry for over 13 years and after beginning his career at large, institutional firms he found that the independent model is better suited for his goals. He enjoys sharing in the financial successes and achievements of his clients, along with the perpetual evolution of the industry.
In addition to his industry experience, Chris also brings various facets of professional training, including his BA in Business and MBA from the University of Pacific, his FINRA Series 7, 66, and 31 securities licenses, and his Chartered Retirement Planning Counselor (CRPC®) designation. All of this continued experience shows that Chris is both dedicated to educating himself and educating his clients on their financial decisions.
Chris and his wife recently welcomed their newborn, Elliott, into the world and grew their family of five (including the two dogs, Finn and Rigby). They are also active in Masters Water Polo in Los Gatos and are even traveling to the World Masters in Budapest, Hungary in August 2017. Chris also enjoys volunteering with the YMCA South Bay and Habitat for Humanity.
Deanna is our Administrative Assistant, where she helps with administrative support, compliance, and 401(k) management. She has been in the financial industry for over 13 years and has previously worked at both large and small institutions. In her role at Camino Advisors, she enjoys solving client problems to the best of her ability.
When not in the office, Deanna enjoys running, hiking, biking, attending concerts and the philharmonic, and spending time with family.
Michael has been in the financial services industry since 1990 and for almost three decades, he has been furthering his knowledge of the design, implementation, and management of client-specific investment strategies. After working for a large bank, he was motivated to become an independent advisor to further enjoy the relationships that he has developed with clients over the years. Michael holds his FINRA Series 7, 63, 65, and 24 securities licenses and graduated from the University of Arizona with a BS in Finance.
Outside of work, Michael enjoys spending time with his young son, traveling, and hiking.
Mono began his career as a financial advisor in 1998 at American Express Financial Advisors. Since then, he has worked at both bank and wire-house settings. In 2009, Mono became an independent advisor and has found the right platform...
Job Titles:
- Investment Advisor
- Representative
At Camino Advisors, Steve seeks to assist his clients in pursuing their estate and retirement goals through planning, education, and service. He has been in the industry for nearly 50 years and throughout that time, he has built and...