Christopher Girbes-Pierce, CFP® Enlightened Wealth Management, LLC

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About Christopher Girbes-Pierce, CFP®

Hi, I’m Christopher Girbes-Pierce, CFP Ⓡ. I’m a millennial, entrepreneur and Founder of Enlightened Wealth Management. I help socially conscious, passionate entrepreneurs reach their fullest potential through mindful financial planning and investing. My clients are creative, forward thinking and tech savvy “do-ers” who value their time more than anything, and who care about living an inspired life and giving back.

You’ve come to the right place if your financial life feels unorganized and at times you feel overwhelmed by the endless number of investment opportunities, business responsibilities, and life decisions that come along with being an entrepreneur. You just want an advisor that you can trust, a financial plan and investment portfolio that you can understand, and an accountability partner that will be there to guide you every step of the way.

The problem is that most of the financial services industry is designed to make money managers and financial advisors rich, not clients. Several of the largest, most well known financial services companies are sales driven, commission oriented organizations. You’ve got to wonder, are they recommending what’s best for you, or what’s best for them?

Not only that, but unless you’ve already accumulated millions and millions of dollars of investable assets, you’re likely navigating your financial life alone during an extremely critical phase of your financial life – a time when you’re making several financial decisions that will impact you and your family for decades to come.

SO HOW CAN WE HELP?

At EWM, we design a customized financial plan and investment portfolio just for you. We believe that expert, unbiased advice should be available to all, and we’re passionate about educating you about the dark side of the financial services industry – and helping you avoid it!

We also know that time is your most valuable asset, which is why we are a paperless, virtual firm that can work with you seamlessly and efficiently no matter where you are in the world. We help you make financial decisions that support your best life now, and in the future!

Check out my website to learn more about the Enlightened Wealth Management client experience and what we can do for you!

ABOUT CHRIS…

Personal:

I was born and raised in San Diego, CA and I’m the oldest of five kids. I’ve always loved sports and although I no longer bang around on the baseball and football fields, I still stay very active. I love to surf up and down the coast of Southern California, and travel both in the US and abroad as much as possible. My wife Alexis and I definitely love the California lifestyle. We eat healthy (usually), meditate, drink green juices, practice yoga and always take advantage of the year-round nice weather by taking lots of walks up and down the Santa Monica boardwalk. Life is good!

Professional:

I earned a BA in Business Administration with a minor in Spanish from Principia College in Elsah, IL. Prior to establishing Enlightened Wealth Management, I was the Chief Operations Officer and Portfolio Advisor for MoneyZen Wealth Management, an investment advisory firm that served high net worth clients from coast to coast. At MoneyZen, I managed the day-to-day operations of the firm including portfolio management, compliance and client service. Before joining the MoneyZen team, I oversaw the day-to-day portfolio management of over $220 million in assets at Buckingham Asset Management in St. Louis, MO.ney together.

I look forward to hearing from you.

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Ideal Clients

  • Business Owner
  • Entrepreneurs
  • Generation X
  • Self Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo + $1,250+ upfront
  • AUM: 0.95%

SEC Records

States Registered

  • California

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