R. Christopher Verbeck
About Chris Verbeck
Chris Verbeck, co-founder of Wealth Planning Group, is an industry veteran with 18 years of experience in planning, insurance, and wealth management.
His tenure in the Financial Services industry extends from Branch Manager of a successful training office for one of the industry’s most respected firms, to consulting, developing and assisting individual Advisory practices for over a dozen successful practices. Chris served as a guest instructor for a major Insurance Company from 2002 to 2005, successfully teaching Securities licensing to scores of insurance agents.
Active in his community, Chris has served on the Board of Directors and as Treasurer for the CCOC from 2000 through 2006. He has served on the Finance Committee for the Santa Clarita Symphony for the past 3 years and is an active volunteer for AYSO where he is a coach and referee.
Chris has held or currently holds membership in FPA (Financial Planning Association) as well as its predecessor IAFP, FSI (Financial Securities Institute), Santa Clarita Chamber of Commerce, Valley Industrial Association, and the Los Angeles Estate Planning Council. He has held the CFP designation since 2002.
Married for over 15 years, Chris and his wife Jordana, along with their three children, Joshua, Ryan, and Zachary, have been residents of the Santa Clarita Valley since 1995. His passions include spending time with his family, boating, golf, soccer, and as an amateur wine snob. His most recent Wii fitness age is 28.
We believe that working with a qualified and trusted advisor can help you get started, stay on track, and keep you motivated.
– Chris Verbeck
I’d Love to Help You With Your Financial Plan
25152 Springfield Ct.
Valencia, CA 91355
Subscribe to Our Weekly Market Commentary
Receive the latest industry news, tips, and insights!