Chris Rand Ph.D., CFP®, CLU®
How I can help you:
With more than twenty-five years of experience in the financial services industry, Chris is a professional who cares deeply about the best interests of his clients. He 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 remains dedicated to his clients’ needs. He works primarily with high-income professionals, executives, retirees, and business owners in various industries, helping them work toward their financial goals.
What makes me knowledgeable:
Chris holds some of the industry’s highest designations and educational credentials. He 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 from the American College of Financial Services. Chris went on to earn a Doctor of Philosophy (Ph.D.) in Financial and Retirement Planning in December 2021 from the American College of Financial Services. He has represented the financial planning profession for more than two decades. He has served many times on the board of the Financial Planning Association of San Diego, including one term as president, and was 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).
Getting to know me:
Chris is dedicated to supporting his fellow professionals in a variety of volunteer roles. He represented more than 19,000 LPL Financial advisors by serving on the LPL Financial Advisor and Ambassador Councils. He also enjoys supporting the next generation of new financial planners by teaching in the financial planning programs at San Diego State University and U.C. Berkeley. He and his wife Karen are San Diego natives who now live in the Mount Helix area with their three daughters Addisyn, Piper & Marissa.
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.