Chris Glaeser brings a diverse portfolio of business experience to his role as a Personal Financial Officer. In recent years he has enjoyed working with high net worth individuals, providing a variety of financial organizational services.  Such services have included income and expense management, bill paying, account and record management and preparation during pre-tax season.

Chris is highly experienced in working with businesses and individuals to streamline procedures for tracking income and expenses, manage accounts and organize records and important documents for effective reference. He keeps a focus on utilizing his expertise to fit each client’s needs and provide for their financial stability.

Earlier in his career Chris worked in international business development with a focus on mergers and acquisitions.  He also has provided business consultation to a variety of small businesses across the United States.

Chris has a bachelor’s degree in civil engineering from Texas A&M University and a Master’s of Business Administration degree from the University of St. Thomas.  He is an active volunteer with the Kiwanis Club, Aquarium of the Pacific and the California Science Center.

Financial planning and investment management to create a durable income stream at retirement. I am fee-based and have no proprietary products and am not commission based.

Testimonial:
“BizNet has provided very high-quality referrals over my three years as a member, plus I have made some very nice friends!”