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
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
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
Continuum Financial Partners is not an affiliate of Next Financial Group. CA Insurance License #0C20769.
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.
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