Advisor profile


My Approach

At Crosby Wealth Advisors I listen and understand my clients, their unique goals and what matters most to them. Through my compassion, knowledge and vast experience, I lead clients on their journey through life to feel more confident and empowered to help pursue financial security.

Who do I help?

I work with individuals and families that are advisor receptive and interested in achieving their financial goals.

How do I help you?

Financial plans are the foundation of my relationship and I am intentional in understanding what is most important to you. I don’t settle for the standard approach. I provide a customized comprehensive financial planning approach, that is simple to understand, allowing you to reassess annually and measure your progression toward your goals.

What makes me qualified?

I am compassionate and have passion for what I do. I am responsive and highly committed to my clients’ success and I use my extensive experience with recessions, bubbles, recoveries and economic booms to help provide effective financial advice.

What does it mean to you?

Clients can have more confidence, and trust that I can lead them on a path to help achieve their goals, maintain their lifestyle, and have a professional team engaged to help them along the way.
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

  • University of Washington
  • Philips Academy

Awards & recognition

  • Five Star Wealth Manager, 2023
  • Crosby Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023

Honored to receive recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

Crosby and Associates prides itself on helping our local community. Below are some of the foundations that make an impact on our local community.

  • A Plus Youth Program
  • Bellevue Boys and Girls Club
  • Families Northwest
  • Friends of Hoop Seattle
  • Hoops for Hope: The Jim Marsh Classic
  • Ronald McDonald House Charities

Interests

Chris’ favorite thing to do is spend time with his wife Pavy & their 3 children (Zen 25, Malia 16, and Logan 12) boating both fresh and salt water whether it is on Lake Washington, Lake Union, or exploring the Puget Sound.

Chris also enjoys cycling and in 2018 was inducted into the Seattle to Portland Hall of Fame, for completing the Seattle to Portland (STP), a 208+ mile ride, 6times as a single day rider.