Chris McDonald is a highly accomplished and experienced professional with over 25 years of expertise in providing Investment, Finance, and Accounting Services to a diverse range of clients, including Corporations, Small Businesses, and Individuals. He holds licenses and certifications as a Licensed Certified Public Accountant (CPA), Certified Pension Consultant (CPC), Investment Advisor Representative, Registered Representative, and Insurance Agent, showcasing his comprehensive skill set in the financial industry.
Graduating from California State University, Chico, Chris holds a Degree in Business Administration with an emphasis in Personal Financial Planning. His focus areas encompass Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, and Estate Planning. Chris's strong connection to his alma mater is evident as he frequently returns as a guest lecturer, sharing his wealth of knowledge and expertise with aspiring students.
Throughout his career, Chris has served as both a Pension Consultant and a Registered Representative, gaining valuable experience supporting Tech Companies during the Silicon Valley Boom. In 2002, he ventured into entrepreneurship and successfully established his own Registered Investment Advisor until 2010. Alongside this accomplishment, Chris has showcased his leadership capabilities by overseeing Finance, Accounting, Human Resource, and Information Technology divisions in large Fortune 500 companies. Additionally, he has provided guidance to small ultra-premium wineries, demonstrating his versatility across diverse industries. Chris actively engages in Financial Consulting for Non-Profit Organizations and Wineries, further expanding his expertise and impact.