Chris J. Held CFP®, CRPS®
Managing Partner, Private Wealth Advisor
Chris has been helping people in the San Francisco Bay Area for over 19 years.
Starting at Wells Fargo Advisors in 2004, he helped clients by educating them on different investment strategies outside of the traditional bank offerings. In 2012, he was recruited by Morgan Stanley refining his practice and gaining the expertise needed to navigate today’s challenging markets by becoming a Certified Financial Planner™.
In 2019, he founded Element Wealth Management to with the goal of creating a firm that puts the client first, and to connect with other advisors with the same vision. Chris lives in Walnut Creek, California with his wife, Roxanne, his son Kelly, and Bear the Dog.
Originally from Plymouth, Minnesota, Chris is an avid outdoorsman and Vikings fan.