Enlightened Wealth Management
Personal: I was born and raised in San Diego, CA and I’m the oldest of five kids. I’ve always loved sports and although I no longer spend the majority of my time on the baseball and football fields, I still stay very active. I love to surf up and down the coast of Southern California, and travel as much as possible. My wife Alexis and I definitely love the California lifestyle. We eat healthy (usually), love sports and meditate. We always take advantage of the perfect SoCal weather by being outside as much as possible. Life is good!
Professional: I earned a BA in Business Administration with a minor in Spanish from Principia College in Elsah, IL. Prior to establishing Enlightened Wealth Management, I was the Chief Operations Officer and Portfolio Advisor for MoneyZen Wealth Management, an investment advisory firm that served high net worth clients from coast to coast. At MoneyZen, I managed the day-to-day operations of the firm including portfolio management, compliance and client service. Before joining the MoneyZen team, I executed the day-to-day portfolio management of over $220 million in assets at Buckingham Asset Management in St. Louis, MO.
Christopher Girbes-Pierce's fiduciary obligation is governed by:
Hi, I’m Christopher Girbes-Pierce, CFP Ⓡ and I’m the Founder of Enlightened Wealth Management. I help people reach their fullest potential through mindful financial planning and investing. My clients value their time and understand the value of hiring a trusted advisor so that they can focus on their own families and ambitions.
You’ve come to the right place if your financial life feels unorganized and at times you feel overwhelmed by the endless number of decisions that come along with financial success. You just want an advisor you can trust, a financial plan and investment portfolio you understand, and an accountability partner who will be there to guide you every step of the way.
The problem is that most of the financial services industry is designed to make money managers and financial advisors rich, not clients. Several of the largest, most well known financial services companies are sales driven, commission oriented organizations. You’ve got to wonder, are they recommending what’s best for you, or what’s best for them?
Not only that, but unless you’ve had someone go out of their way to guide you, you’re likely navigating your financial life alone during a time when you’re making several financial decisions that will impact you and your family for decades to come.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Christopher Girbes-Pierce is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Christopher Girbes-Pierce is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Christopher Girbes-Pierce is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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