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Location
El Segundo, CA
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Experience
10+ years
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Credentials
CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
I’m deeply passionate about good financial advice and believe you should be treated like a person, not an opportunity. I emphasize individualized advice and craft personalized plans that are intended to be lived out.
As a CFP® and CPA, I’m truly a “certified nerd.” It brings me great joy to geek out about the intricacies of finance. I have an extensive understanding of tax strategies that can help you optimize your savings.
My tax specialty and investment and financial planning expertise give my clients a competitive edge with their money. Financial success is just as much about keeping what you’ve earned as capitalizing on your wealth.
I love the beach, surfing, camping, and everything my beautiful state offers. Schedule a call below to get started and see if we could be a fit.
Team Banyan
Banyan Team
Though they didn’t take home Root Olympic gold (or silver... or bronze), Team Banyan makes up for it with unmatched heart—and more trips to Disneyland than anyone else. This team’s foundation is joy, connection, and a deep belief that great things come from showing up with optimism and a strong team spirit.
At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.
Schedule a call with Chris Riboli
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