Director—Wealth Strategies Group
Christopher J. Clarkson is a Senior Vice President and a Director of the Wealth Strategies Group, a role he was appointed to in 2005. He has expertise in a variety of complex investment planning issues, including diversification planning for holders of concentrated stock and option portfolios, retirement planning, multigenerational wealth transfer, philanthropy, advanced asset allocation and planning for the sale of a business. He is a frequent lecturer to groups of tax and legal professionals throughout the western United States. He has given educational seminars for the USC Tax Institute, Hawaii Tax Institute, Colorado Society of CPAs, Estate Planning Council of San Diego, Beverly Hills Bar Association, Hawaii Association of Public Accountants, Rocky Mountain Estate Planning Council, Seattle Children’s Hospital Foundation and Silicon Valley Community Foundation. Chris joined the firm in 1995 and became a member of the Wealth Strategies Group in 1998. He earned a BA with high honors in business/economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charterholder.