Chris Wall

Chris Wall, CPA, CFP®, currently serves as a Private Wealth Manager at Creative Planning since December 2021. Previously, Chris worked as a Wealth Advisor at CLA (CliftonLarsonAllen) from January 2019 to December 2021, providing financial advice primarily to clients in the start-up, technology, real estate, and high net worth sectors within the San Francisco Bay Area and nationally. Responsibilities included creating and monitoring financial plans, preparing analyses for investment management and tax recommendations, and assisting in the implementation of insurance, retirement, and estate plans. Earlier experience as a Tax Accountant involved preparing complex tax returns, conducting research on tax issues, and enhancing client operations by transitioning a major client's software interface, resulting in increased efficiency. Chris holds a Bachelor's Degree in Business Management and Computer Science from Saint Peter's University.