Our Team

Chris Wheaton, CPA, CFP®
Senior Advisor, Principal

Chris joined Litman Gregory in 1997, became a principal of the firm in 2001, and has over 25 years of experience in the investment industry. Chris served as Co-CEO of the Litman Gregory companies and the Managing Principal of the company’s Investment Advisory business from 2010-2015 before returning to his current full-time Senior Investment Advisor role. Chris’ current clients include individuals, family groups, endowments, foundations, and retirement plans. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). Prior to joining Litman Gregory, Chris was a Senior Manager with Arthur Andersen where he served clients in the firm’s Investment Advisory and Personal Financial Planning groups. Chris is a graduate of the University of Illinois – Urbana (BS – Accounting).

Let's discuss your financial plan.
© 2018 Litman Gregory Asset Management | By being on this site, you agree to the terms of use and privacy policy.