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At a glance

Discipline
Financial Planner
Designations
CTFA
Firm
Edward Jones
Located
Rohnert Park

Chris Stafford

Financial Planner

Financial Advisor — Edward Jones — Rohnert Park

Practice

I am currently an financial advisor with Edward Jones, and a CERTIFIED FINANCIAL PLANNER®.

Before I was a financial advisor, I was a VP/Trust Officer at Exchange Bank’s Trust & Investment Management department. I was an estate planning attorney prior to that.

I received my law degree and LL.M in taxation (with honors) from Golden Gate University, School of Law.

I have over 15 years combined experience in the estate planning field.

Areas of work

  • Developing strategies to minimize potential estate and gift taxes
  • Developing plans to conserve assets during lifetime and at death
  • Retirement distribution planning
  • Succession planning
  • Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.