White Light Financial, Inc.

White Light Financial, Inc. White Light Financial, Inc. is a boutique brokerage advisory, specializing in group insurance, emplo Chris entered the insurance industry in 1987.

His area of expertise encompasses individual and financial planning for families and closely held entities. Chris was a brokerage sales consultant for two major insurance companies before co-founding Successful Solutions, LLC in 1995. In February of 2017, Chris sold his interest in Successful Solutions, LLC and founded White Light Financial, Inc. Chris was the 1999-2000 President of the San Diego

Association of Insurance and Financial Advisors. He is a charter member of the National Association of Alternative Benefit Consultants, as well as a member of the Association of Health Insurance Agents. In 2006, He earned the Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants. In 2013, Chris earned both the CIP (Certified Insurance Professional and CHRS (Certified Health Care Reform Specialist) designation. He is also a qualifying member of the Million Dollar Round Table (M.D.R.T.).

Address

333 H Street, Ste. 5000
Chula Vista, CA
91910

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16195517113

Website

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Chris entered the insurance industry in 1987. His area of expertise encompasses individual and financial planning for families and closely held entities. Chris was a brokerage sales consultant for two major insurance companies before co-founding Successful Solutions, LLC in 1995. In February of 2017, Chris sold his interest in Successful Solutions, LLC and founded White Light Financial, Inc. Chris was the 1999-2000 President of the San Diego Association of Insurance and Financial Advisors. He is a charter member of the National Association of Alternative Benefit Consultants, as well as a member of the Association of Health Insurance Agents. In 2006, He earned the Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants. In 2013, Chris earned both the CIP (Certified Insurance Professional and CHRS (Certified Health Care Reform Specialist) designation. He is also a qualifying member of the Million Dollar Round Table (M.D.R.T.).