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Our financial advice team


Chris Santi

Chris Santi

CLU®, ChFC®, APMA®

Financial Advisor

Insurance Specialist
WGG Wealth Partners
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Insurance
  • Small Business
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Intergenerational Planning

Interests

I enjoy golf and the outdoors, basketball and soccer. My teenage boys keep me active and involved in their lives and my wife & I enjoy exploring food and wine from all corners of the world.

Qualifications

  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 6, Series 7, Series 63, Series 65
  • California Insurance License #0G94020

Education

  • Bachelor of Science, University of Wisconsin-Milwaukee 1976-1978

Professional associations

  • South Placer Estate Planning Council
  • Sacramento Estate Planning Council

Previous experience

  • Regional Sales Consultant, RiverSource, Portland, OR, 2011-2015
  • Regional Vice President, MetLife, Portland, OR, 2004-2011

Community participation

  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive