Chris Grellas, CFP®, MSFA
Your Wealth. Your Life. Your Financial Journey.
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ProsperPlan Wealth
Chris Grellas, CFP®, MSFA
Gold River, CA
Serving Clients Nationwide
Your Wealth. Your Life. Your Financial Journey.
Areas of Focus
- Biblical Finance
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Chris Grellas. As a CFP® Professional, and co-founder of ProsperPlan Wealth, I serve my clients with absolute integrity and dedication.My approach is grounded in my Christian faith and conviction in treating others in the way I would like to be treated, as taught by Jesus in Matthew 7:12. I strive to always put my clients' best interests above my own, providing personalized financial planning that aligns with their unique needs and goals.
Following a Family Legacy
With an MSFA (Master of Science degree in Financial Analysis) from the University of San Francisco, a Bachelor of Science in Business Administration with a concentration in Finance from Sacramento State, and extensive expertise in retirement planning, Roth conversions, financial technology, and tax efficient planning, I am a student of all things related to investing and financial planning and am well-equipped to guide you through your entire financial journey.
As a Sacramento native, I have a deep connection and long history in the community, having been born and raised here. I am passionate about giving back, and often serve as a guest speaker at local schools, including my alma mater, Rio Americano High School.
Life Outside of Work
Beyond my professional life, I find fulfillment in serving at the youth group of City Bible Church of Sacramento and spending quality time with friends and family. I love cooking, often preparing a full rotisserie lamb for family gatherings.
My Greek heritage is a significant part of who I am, and I share my home with four cats named after famous Greeks: Leo, Elsa, Achilles, and Phila.
On winter weekends, you can find me skiing, and throughout the rest of the year, I enjoy attending and participating in local events. I live with my lovely wife, Tanya, and our beautiful daughter, Kaira, and I strive to balance my professional commitments with a rich and fulfilling personal life.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Master of Science in Financial Analysis (MSFA)
Primary Location
2377 Gold Meadow Way, Suite 100, Gold River, CA 95670
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory meeting. Discover more about your financial journey with ProsperPlan Wealth in this complementary introductory session. We will provide an overview of our services, discuss your financial goals, and outline how our expertise can support your aspirations. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Choosing ProsperPlan Wealth means choosing a partner who is dedicated to your financial well-being. We are here to help you navigate life's transitions, plan for the future, and achieve your financial goals with confidence and peace of mind.We believe this is how advising, and life, should be.
Who We Help
At ProsperPlan Wealth, we know that each client has a unique vision and specific goals and circumstances. While not comprehensive, here are some of the people and groups we proudly serve:
✔️ Retirees & Pre-Retirees
We work closely with retirees and their family members offering comprehensive financial planning that spans generations and supports those going through significant life transitions. In the event of death, we help partners regain their footing, make difficult but important financial decisions, and find their way.
✔️ Business Owners
Small businesses are a cornerstone of the economy and the American dream. As a close-knit firm that emphasizes community, we understand you and you are important to us. Our expertise extends to small business owners who are approaching retirement, providing tailored financial strategies to ensure a smooth and prosperous transition.
✔️ Kaiser Permanente Employees
We have a long history of devotion to meeting the financial needs of the nurses and healthcare professionals at Kaiser Permanente. We take immense pride in supporting the people who help keep us healthy, and we make it our business to know the ins and outs of Kaiser Permanente’s retirement plans and benefit packages.
How We Work
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Education
University of San Francisco, Masters of Financial Analysis | California State University-Sacramento, Bachelor of Business Administration (B.B.A.), Finance and Certified Financial Planning
Hobbies and Interests
- Family
- Skiing
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
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