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At a glance

Discipline
Financial Planner
Designations
CTFA
Firm
Edward Jones
Located
Rohnert Park

Chris Stafford

Financial Planner

Edward Jones — Rohnert Park

Practice

I am currently an associate with Edward Jones. Previously, I was a VP/Trust Officer at Exchange Bank’s Trust & Investment Management department. I was an estate planning attorney prior to that.

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.