Christopher T. Rand, CFP^®

Ph.D., CLU

7676 Hazard Center Dr, Ste 1050
San Diego, CA 92108

FINANCIAL ADVISOR'S WEBSITE

www.FidesWealth.com

(619) 546-6044 CONNECT WITH Christopher

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$100,000

General

Christopher Rand is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in San Diego, CA and the surrounding communities.

Financial Advisor Overview

FIDES Wealth Strategies Group is an independent financial and investment planning firm serving individuals, families, and business owners seeking a trusted advisor relationship on their path towards attaining and maintaining financial independence. As independent wealth managers and financial planner professionals, we earn our clients’ trust through a comprehensive process that places their interests first as we seek to provide an unparalleled planning experience.

Financial Advisor Experience

Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner as authorized by the Certified Financial Planner Board of Standards, Inc. He is also a Chartered Life Underwriter (CLU®). He holds a Bachelor of Science Degree in Business Finance from San Diego State University, a Ph.D. in Financial and Retirement Planning and a Master of Science Degree in Financial Services (MSFS) from the American College of Financial Services. He enjoys shaping the minds of future financial planners by teaching financial planning courses at San Diego State University and the University of California Berkeley. Chris has represented the financial planning profession for over a decade. He was a local FPA of San Diego board member serving in many positions to include President and Chair and was then elected by his peers to serve as a National FPA Board Member from 2010-2012. His current volunteer time is spent in a few different areas. He was appointed by the CFP Board of Standards to serve on their Commission on Standards and their Commission on Sanctions. Chris became an elected official in 2014, elected by local residents to serve as a member of the Valle De Oro Community Planning Group. He also was elected to a 2 year term on the Fuerte Elementary School Site Council.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Ph.D., CLU

Insurance Licenses

Life insurance: CA
Health/disability insurance: CA
Fixed annuities: CA

Broker-Dealer Disclaimer

CA Insurance License #0B84066. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group, and Fides Wealth Strategies Group are separate companies.

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Nontraditional Households