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Christopher Rand, Ph.D., CFP®, CLU®

Guiding clients towards realizing their vision of security and fulfillment

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FIDES Wealth Strategies Group Christopher Rand, Ph.D., CFP®, CLU®
,

Serving Clients Nationwide

Guiding clients towards realizing their vision of security and fulfillment

(619) 546-6044

Website

Areas of Focus

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Business Owners
  • Education Funding
  • Life Insurance
  • Employee Benefits

About Christopher Rand, Ph.D., CFP®, CLU®

Hi, I'm Christopher Rand, Managing Partner and Personal CFO of FIDES Wealth Strategies Group. With more than twenty-five years of experience in the financial services industry, I am a professional who cares deeply about the best interests of my clients. I pride myself on the meticulous care and attention I give every client. In January 2015, I co-founded FIDES Wealth Strategies Group. The firm's name is based on the ancient Roman term for reliability, representing a sense of mutual trust between two parties. Always striving to maintain that spirit of trust and steadfastness, I remain dedicated to my clients' needs. I work primarily with high-income professionals, executives, retirees, and business owners in various industries, helping them work toward their financial goals. I hold some of the industry's highest designations and educational credentials. I am a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a Chartered Life Underwriter (CLU®). I hold a Bachelor of Science degree in business finance from San Diego State University, a Master of Science degree in financial services from the American College of Financial Services, and I went on to earn a Doctor of Philosophy (Ph.D.) in Financial and Retirement Planning in December 2021, also from the American College of Financial Services. I have served many times on the board of the Financial Planning Association of San Diego, including one term as president, and was elected by my peers to serve as a National Financial Planning Association (FPA) Board Member from 2010-2012. I was appointed by the CFP BOARD to serve on their Commission on Standards (2016-2018) and their Commission on Sanctions and Fitness (2021 to present). I am dedicated to supporting my fellow professionals in a variety of volunteer roles. I represented more than 19,000 LPL Financial advisors by serving on the LPL Financial Advisor and Ambassador Councils. I also enjoy supporting the next generation of new financial planners by teaching in the financial planning programs at San Diego State University and U.C. Berkeley. My wife Karen and I are San Diego natives who now live in the Mount Helix area with our three daughters, Addisyn, Piper, and Marissa.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Chartered Life Underwriter (CLU)

Affiliations

  • Financial Planning Association
  • CFP Board

Primary Location

7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108

Video

https://www.youtube.com/watch?v=V04FNdFgQcY

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Based
  • Percentage of Assets Managed
  • Commissions

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About FIDES Wealth Strategies Group

FIDES Wealth Strategies Group is an independent financial and investment planning firm serving individuals, families, and business owners seeking a trusted advisor relationship on their path toward attaining and maintaining financial independence. As independent wealth managers and financial planning professionals, we earn our clients' trust through a comprehensive process that places their interests first as we seek to provide an unparalleled planning experience. Who We Serve We work with individuals and families who value guidance, clarity, and a long-term relationship. We partner with pre-retirees and retirees navigating the complexities of retirement planning, and we serve professionals who are high income earners and/or have much of their net worth tied up in company stock and benefits plans. We also help High-Earner-Not-Rich-Yet (HENRY) individuals optimize their income through strategic planning, and we provide guidance to business owners looking to optimize their finances and plan for long-term growth. Our Services Our services include comprehensive financial planning, investment management, retirement planning, estate planning, business services, college planning, employee benefits, and insurance planning. As your Personal CFO, we bring the full spectrum of wealth management capabilities and resources necessary to address complex financial needs, coordinating the many aspects of your financial life and continuously monitoring your investment strategy. Why Work With Us We believe confidence comes from knowing you are working with someone you can trust. Every successful financial journey starts with a conversation and a plan built around what matters most to you, and our process is designed to be thoughtful, collaborative, and entirely focused on your vision. Investment advice is offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC, The Wealth Consulting Group, and FIDES Wealth Strategies Group are separate entities, and neither FIDES Wealth Strategies Group nor WCG Wealth Advisors, LLC offers tax or legal advice.

Education

American College of Financial Services, Doctor of Philosophy, Financial and Retirement Planning | American College of Financial Services, Master of Science, Financial Services | San Diego State University, Bachelor of Science, Business Finance

Hobbies and Interests

  • Family

SEC Lookup

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Who We Serve

  • Corporate Executives
  • Business Owners
  • Entrepreneurs
  • Living in Retirement
  • Intergenerational Families
  • Baby Boomers
  • Gen X
  • Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.