Linkedin

Chris Bean


CEO
chris@privateadvisory.com

Chris is an investment advisor and licensed CPA with over 20 years of experience in the wealth management industry. His firm partners with attorneys, accountants, and other advisors to provide comprehensive wealth management for their clients. He also has extensive experience working with business owners to improve tax management, mitigate risk, and optimize transition plans. Chris and his family also adopted a 15-year-old and now have five children and a set of DIY twins. Chris and his family lived in Shanghai for seven years, where he owned an industrial coatings company. Beyond religion, Chris actively proselytizes bidets, Audible, sous vide cooking, lacrosse, and pebble ice machines.