Chris Jerin
Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Chris works in collaboration with Beacon Pointe advisors and senior planning partners to help define and ensure private client financial and estate planning goals are met. Prior to joining Beacon Pointe, he worked for 10 years with Calamos Asset Management, specifically seven years in institutional distribution and three years on the wealth management team. During his tenure, Chris worked closely with high net worth individuals, business owners and professional athletes to educate and provide financial planning and investment counsel with the best interest of the client in mind. Before Calamos, Chris held roles at Citigroup and Northwestern Mutual. Chris earned a Bachelor of Arts in Political Science and Communications from DePaul University Chicago where he also completed coursework for the Certified Financial Planner (CFP) certification.  In his spare time, he actively participates in youth leadership training and various civic organizations, most recent, the Schaumburg Jaycees.  Chris resides in Ladera Ranch, California and enjoys spending his time with family and friends, competing in triathlons, reading and traveling.

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