Chris Jarvis, MBA, CFP®

Chris Jarvis is an author, applied mathematician, actuarial analyst and micro-economic strategist. Chris helps business owners, family offices and professionals find creative solutions to their most complicated financial problems.

Chris has written fourteen books. In 2017, he co-authored the best selling book, Mastering the Art of Success, with Jack Canfield (creator of the Chicken Soup for the Soul series). Chris just finished writing 6 Secrets to Leveraging Success: A Guide for Entrepreneurs, Family Offices and Their Trusted Advisors. It will be published by Post Hill Press in March of 2018. You may preorder it on Amazon today.

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Chris has been quoted in The Wall Street Journal and the Los Angeles Business Journal and been a guest on Bloomberg Television’s Personal Finance. Chris’ articles have been published in over 100 publications, including California CPA and Physician’s Money Digest.

Chris has delivered over 100 continuing education seminars to accountants, attorneys, financial professionals, and physicians. A partial list includes: PKF, Wealth Counsel, Mass Mutual’s Blue Chip Group, Symmetry Financial, Lion Street’s Trusted Advisors Symposium, American Association of Neurological Surgeons (AANS), International College of Surgeons (ICS), American College of Mohs Surgeons (ACMS), American Association of Physicians of Indian Origin (AAPI), American Society of Plastic Surgeons (ASPS), Tenet Healthcare and Kaiser Permanente. Chris has been paid to speak on healthcare industry trends and to provide strategic planning advice to the American Association of Medical Society Executives (AAMSE) and National CPA Health Care Advisors Association.

During his actuarial career, Chris created captive insurance companies for one of the world’s 10 largest companies. He has provided risk management, captive insurance consulting, risk pooling and insurance brokerage services to over 250 businesses and insurance companies nationwide. He currently sits on the board of Angel City Sports in Los Angeles, California.

Chris focused on entrepreneurial studies and finance while earning his MBA from The Anderson School at UCLA. He graduated from the Honors Program at the University of Rhode Island with a B.S. in applied mathematics — where he was awarded the Order of Omega Man of the Year award for his philanthropic, community and academic achievement.

Jason Plummer, MBA

Jason Plummer has over 20 years of entrepreneurial and executive experience.  Start-ups, Wall Street firms and publicly traded companies have enlisted Jason’s assistance with operations and supply chain management.

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Jason has successfully built and sold an international import and distribution company and financed billions of dollars of transactions while working on Wall Street at First Boston and Smith Barney.

As founder of The Brass Ring and as General Manager of North America for Ladelle, Jason introduced categories, brands and products to multiple international markets. His sales and operations processes generated more than $75M of new revenue.

Director, Private Wealth
Julia Stuart

Julia Stuart has over 25 years of experience in the financial services industry.  Top investment management firms and international insurance companies have hired Julia as liaison to their most valued clients, to recruit and train professionals, and to build and manage offices.

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Julia worked in Dallas, Sacramento, Honolulu and San Francisco before settling in Silicon Valley to help manage and grow Smith Barney’s top US Wealth Manager.  She was recruited to PaineWebber (now UBS Financial Services) to manage their high profile office in San Francisco.  She earned a promotion to Vice President before leaving to partner with another advisor to manage a portfolio of over one billion dollars.

Julia served on a transition team for Citibank, while working as an active Branch Manager. She continued her business building success when she took over as the Agency Director for MetLife.