Fundraising Fox
Chris Wahl
Former Investor at Manhattan West
Los Angeles, California
Writes $250K – $5M checks · typically $2.6M
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Ask Bill Cramsie to introduce you to Chris
You →Bill · together at Manhattan West →Chris
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About
Chris Wahl is a Wealth Advisor at Mariner, where he works on financial planning and securities. His role involves providing strategic investment management and comprehensive planning services to clients with varying financial objectives.
Experience
- MarinerWealth Advisorcurrent2026 — presentLos Angeles, CA
- Wealth Conscious ManagementWealth Advisor (Acquired by Mariner)2025 — 2026Los Angeles Metropolitan Area
- Strategic View AdvisorsPrivate Wealth Service Advisor2024 — 2025Manhattan Beach, California, United States
- Private Multi-Family OfficeDirector, Financial Advisor2023 — 2024Century City, CA
- Private Multi-Family OfficeAssociate Advisor, Relationship Manager2021 — 2023Century City, CA
- Morton CapitalAssociate Wealth Advisor2019 — 2021Calabasas, California, United States
- UBSClient Service | Private Wealth Management2018 — 2019Century City, CA
- Advanced Regulatory Compliance, Inc.Regulatory Compliance Consulting2017 — 2018Beverly Hills, California
- National Planning Corporation (NPC)Advisory Operations2015 — 2017El Segundo, CA
- PlanMember Financial CorporationClient Service & Broker-Dealer Operations2013 — 2015Carpinteria, CA
Skills & more
+9 more
Social MediaEvent PlanningAdvertisingFacebookMicrosoft OfficeMicrosoft ExcelPowerPointCritical ThinkingLeadership- Series 63 — FINRA
- Series 7 — FINRA
- Life and Health Insurance License — California Department of Insurance
- Asset and Portfolio Management Program — Wharton Online
- Investment Products — Wharton Online
- Asset Allocation — Wharton Online
- Fundamentals of Portfolio Management — Wharton Online
- Certified Financial Planner (CFP) — CFP Board
- Series 65 Securities License — FINRA
- Securities Industry Essentials (SIE) — FINRA
From Chris's professional profile.
Network5
Investors connected to Chris in public investor directories — a warm-intro map.
Frequently asked questions
- Who is Chris Wahl?
- Chris Wahl is a Wealth Advisor at Mariner, where he works on financial planning and securities. His role involves providing strategic investment management and comprehensive planning services to clients with varying financial objectives.
- What check size does Chris Wahl write?
- Chris Wahl typically writes checks of $250K – $5M.
- Where did Chris Wahl go to school?
- Chris Wahl studied at UCLA Extension (Certificate in Personal Financial Planning: Accelerated Online, Financial Planning and Services); California Lutheran University (Bachelor of Arts (B.A.), Marketing Communication).
Same school
Also attended UCLA Extension31
+ 25 more
Also attended California Lutheran University12
+ 6 more
