Chris Rand Ph.D., CFP®, CLU®

Managing Partner

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 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
  • Insurance
  • 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. Chris was then elected by his peers to serve as a National Financial Planning Association (FPA) Board Member from 2010–2012. Chris also represented the 19,000+ LPL Financial advisors be serving on LPL's Advisor and Ambassador Councils (2019-2022) and served as a committee member n the American College of Financial Services re-accreditation committee (2020-2022). 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).

San Diego natives, Chris, his wife Karen, and their 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.