Chris Wheaton, CPA, CFP®
Senior Advisor, Principal

Chris joined Litman Gregory in 1997 and became a principal of the firm in 2001. From 2010-2015, he served as Co-CEO of the Litman Gregory companies and the Managing Principal of the company’s Investment Advisory. Chris has over 25 years of experience in the investment industry and his current clients include individuals, family groups, endowments, foundations, and retirement plans. Prior to LGAM, Chris was a Senior Manager with Arthur Andersen where he served clients in the firm’s Investment Advisory and Personal Financial Planning groups.

Specialties

  • Income Tax Planning
  • Financial Planning
  • Retirement Planning

Achievements and Credentials

  • University of Illinois – Urbana (B.S., Accounting)
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • Named as a 2020 Forbes Best-in-State Wealth Advisor*

Personal Obsessions

  • Traveling globally
  • Mountain and road biking locally

Contact

Chris.Wheaton@lgam.com | Connect on LinkedIn

 

*The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

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