Chris Paydock, CMFC®, CFS®
President / Financial Advisor
Chris was born in Cleveland, Ohio, and brings his strong Midwestern values into every aspect of his financial practice. With a passion for building meaningful relationships, he thrives on understanding the unique financial goals and concerns of his clients and developing personalized plans that support their long-term success.
Chris earned a bachelor’s degree in economics from Bowling Green State University and has over 30 years of experience in the financial services industry. He holds Series 7, 63, and 65 securities registrations and maintains professional designations including Chartered Fund Specialist (CFS®) and Chartered Mutual Fund Consultant (CMFC®). He is also licensed in Life, Health, and Disability Insurance, offering comprehensive financial solutions through Osaic Wealth, Inc.
Chris resides in Rocklin, California, with his wife, Sheri, their daughter, Kylin, and their Cavalier King Charles Spaniel, Barley. Outside of work, he enjoys spending quality time with his family, sports, music, camping, travel, church involvement, reading biographies, and exploring new wines.