Chris Rand Ph.D., CFP®, CLU®
With more than twenty-five years of experience in the financial services industry, Chris is a professional who cares about the best interests of his clients. Chris prides himself on the meticulous care and attention he gives every client. In January 2015, Chris co-founded FIDES Wealth Strategies Group. The firm’s name is based on the ancient Roman term for reliability, representing a sense of mutual trust between two parties. Always striving to maintain that spirit of trust and steadfastness, Chris and the FIDES team remain dedicated to their client’s needs and goals.
FIDES Wealth Strategies Group’s client base consists predominantly of high-income tax bracket professionals, executives, retirees, and business owners in various industries. We have experience in the following areas:
- Comprehensive Financial Planning
- Tax Advantaged Investment Planning
- Benefits Plans for Business Owners & Employees
- Estate Planning
- Tax Conscious Strategies
- Fee Based Asset Management Accounts
Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a Chartered Life Underwriter (CLU®). He holds a Bachelor of Science Degree in Business Finance from San Diego State University, and a Master of Science Degree in Financial Services (MSFS) from the American College of Financial Services. Chris became Dr. Rand in December 2021 when he was awarded Doctor of Philosophy (Ph.D.) in Financial and Retirement Planning from the American College of Financial Services.
Chris has represented the financial planning profession for over two decades. He was a local Financial Planning Association of San Diego board member serving in many positions to include President and Chair and was then elected by his peers to serve as a National Financial Planning Association (FPA) Board Member from 2010–2012. He was appointed by the CFP BOARD to serve on their Commission on Standards (2016–2018) and their Commission on Sanctions and Fitness (2021 to present). His current volunteer time is spent in a few different areas, he represents the 19,000+ LPL Financial advisors by serving on the LPL Financial Ambassador Council and serves as a committee member on the American College of Financial Services re-accreditation committee. Dr. Rand also enjoys spending time molding the minds of new financial planners through teaching in the financial planning programs at San Diego State University and U.C. Berkeley.
San Diego natives, Chris, his wife Karen, and three daughters Addisyn, Piper & Marissa live in the Mount Helix area.
Christopher T. Rand, Ph.D., CFP®, CLU®
Managing Partner, Personal CFO
CA Insurance License #0B84066
7676 Hazard Center Drive, Suite 1050
San Diego, CA 92108
Tel. (619) 546-6044 | Fax (619) 546-6211
Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities.
FIDES Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice.