The Anchor Bay Team Welcomes Our Newest Financial AdvisorsJanuary 30th, 2020 by Jim Allen
Please join us in welcoming our newest Financial Advisors.
Collin joins us from Charles Schwab where he was an Associate Financial Consultant and brings several years of experience to his new role as a Financial Advisor at Anchor Bay Capital. Collin feels strongly that being engaged in all aspects of his client’s financial lives is the best way to help meet their needs.
Collin earned his BA in Business from Arizona State University and also completed his financial planning studies at the University of Texas. He will sit for the CFP exam this March. Collin is thrilled to be serving the Carlsbad community where he grew up and currently lives.
Associate Financial Planner
Christian is a recent graduate of San Diego State University where he played quarterback and led the Aztecs to back-to-back championships. After an internship at Anchor Bay last summer, Christian realized that helping clients achieve their financial goals was something he has a passion for and decided to accept a permanent position at Anchor Bay Capital.
His role at Anchor Bay will be to support the Financial Planning team with planning and investment analysis as well as serving clients as a Financial Advisor. Christian is currently working towards the Certified Financial Planner (CFP®) designation. Like Collin, Christian also grew up in Carlsbad and is excited to be working at a firm that has deep roots in his community.
You can read more about Collin and Christian on our website under the Team section of About Us.