Christopher P. Van Slyke
This advisor specializes in the following areas of expertise:
- Charitable Giving - Trusts & Foundations
- Estate & Generational Planning Issues
- Helping Clients Identify & Achieve Goals
- Ongoing Investment Management
- Planning Issues for Business Owners
- Tax Planning
Comprehensive planning: estate plan, investments, risk management, charity, tax planning.
Christopher P. Van Slyke is a partner and co-founder of WorthPointe, LLC, a multi-family office that provides a unique brand of financial advice to successful entrepreneurs, executives and their families. A CERTIFIED FINANCIAL PLANNER practitioner, Mr. Van Slyke is also a full member of the National Association of Personal Financial Advisors (NAPFA), an exclusive organization of highly qualified fee-only advisors.
Christopher has been active in the financial community of Southern California since 1992 when he began his career in financial services at Trust Company of the West (TCW) in Los Angeles. Since 1996, Mr. Van Slyke has been an independent, fee-only, financial advisor and entrepreneur. Mr. Van Slyke is a past member of the Board of Directors of The Financial Planning Association of San Diego and Los Angeles. He currently serves as president-elect for the Western Region Board of Directors for NAPFA.
Mr. Van Slyke holds a BA in Finance from the The University of Texas at Austin as well as an MBA in Finance from the The University of Southern California.
He has been quoted or published in The Wall Street Journal, The San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth and Retirement Planner, thestreet.com, Bloomberg Wealth Manager, the Del Mar Times, Money Magazine, and MorningstarAdvisor.com. Visit our Media Center to see Mr. Van Slyke in the news.
NAPFA Start Date
November 26, 2002
Industry Start Date
January 01, 1996