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Christopher R. Caira, ChFC®, CFS®

Christopher R. Caira, ChFC®, CFS®

Financial Advisor

Over the past decade, Chris has built his practice advising doctors, dentists and small business owners.

Clients trust Chris for a full range of financial planning solutions, including retirement planning, tax-management strategies, asset protection and estate planning.

“I’m a small business owner myself, so I can relate to the issues that my clients deal with on a day-to-day basis — from managing cash flow to hiring employees and handling benefits.”

Growing up around a mother and an older sister who both worked in the ER, Chris Caira developed an early fascination for medicine. Therefore when he launched his financial planning firm he chose to focus on helping medical professionals.

"I got my start in this particular niche by networking through my sister's colleagues," Chris explains. "The more people I met in healthcare, the more I realized how much I could help them with business and personal finance – two topics that are inadequately addressed in medical school."

It proved to be a satisfying career move that still allows Chris to remain in touch with people he admires. Over the past decade, Chris has built his practice around doctors, dentists, and small business owners. "I'm a small business owner myself," he says, "so I can relate to the issues that my clients deal with on a day-to-day basis – from managing cash flow, to hiring employees and handling benefits."

Chris works with clients on a full range of financial planning topics, including retirement planning, tax management strategies, asset protection and estate planning. "I help my clients with asset accumulation and other planning for the future; once they achieve those goals, I can assist with strategies to manage estate and other potential tax issues," says Chris.

Outside of work, Chris is a hard-core sports fanatic who loves to play all sports. He longs for a day, very soon, when he can start coaching his kids' athletic teams. His favorite activity, however, is a "loud and high energy" dinner he enjoys with his tightly knit extended family every Sunday.

Chris has achieved membership in the industry’s prestigious Million Dollar Round Table every year since 2005. He was also been awarded the Five Star Wealth Manager award by Orange Coast magazine every year since 2013. He and his wife, Sarah, reside in Orange County, California with their children.