Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > El Dorado Hills > Christopher M. Torchiana, JD, CFP®, ChFC
Find the Certified Financial Planner™
Who's right for you.

Christopher M. Torchiana, JD, CFP®, ChFC

Continuum Financial Partners

5170 Golden Foothill Parkway
El Dorado Hills, CA 95762
Phone: (916) 934-0439
Fax: (916) 934-0452

Toll-free: (866) 626-6207
 Web site

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Business Taxes
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Tangible Assets
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

About My Practice

Clients receive individual attention including investment advisory and financial planning advice customized to their specific objectives and risk profile. All our financial plans are put in writing. Our unique process allows us to:

Evaluate - A client's current situation
Explore - Possible Solutions
Execute - Necessary Recommendations
Evolve - Monitor/Update/Communicate/Adjust

 

Experience

Chris began his financial planning practice in 1997. Chris was affiliated with Sagemark Consulting for 10 years prior to founding Continuum Financial Partners. Chris was a founding member of Sagemark's elite Private Wealth Services Group. Private Wealth Services was structured to offer comprehensive wealth management to Very High Net Worth individuals and families. Chris is a CERTIFIED FINANCIAL PLANNERTM practitioner as well as a Chartered Financial Consultant. Mr. Torchiana has been a Qualifying Member of the Million Dollar Roundtable. Chris is also a member of the Financial Planning Association. In 2006, Mr. Torchiana was recognized by Goldline Research as one of the Ten Most Dependable Wealth Managers of Northern California.*



*  Goaline Communications has verified that Continuum Financial Partners (1) has a minimum of 150 clients; (2) has 20M+ managed assets; (3) is state licensed and certified; (4) 5+ years experience; (5) has no outstanding grievences or complaints; (6) and has commercial office space.  While these criteria set Continuum Financial Partners apart from many other companies not listed, Goaline Communications makes no specific comparison between them and any unlisted companies.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 31, 66
Insurance Licenses
Life insurance: CA, FL, NJ, Health/disability insurance: CA, FL, NJ, Fixed annuities: CA, FL, NJ, Variable annuities: CA, FL, NJ
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Admitted to Bar
Broker-Dealer Disclaimer
Continuum Financial Partners is not an affiliate of Next Financial Group. CA Insurance License #0C20769.

 

How Planner Charges

Considerations: Our approach to financial planning and wealth management is based upon a consultative process and a profound belief in serving clients' interest first.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.