Ian Wetherell, CRPC, AWMA

Chris Garrigan was raised in Boston, MA and graduated from Merrimack College in 1996 with a focus in Psychology and Business. He then relocated to the San Francisco/Bay Area in 1999 to join the technology boom. Chris was a Regional Vice President of sales and led teams for 20 years - helping his employees develop and thrive in both their business and personal lives. 

Chris converted the skills that aided employers with their retirement offerings, health benefits, and learning and development needs to now focus on assisting individuals, families, and small businesses in pursuing their goals in the financial arena as an LPL Financial Advisor.

With 20-plus years of experience solving individual and business adversities, Chris focuses on financial planning and development to help others understand where they are today and how to get where they want to be. The relationship matters!

“I enjoy helping good people live great lives.”

Ian Wetherell is a valued, financial coach who loves helping people work towards their goals, and simplify their lives. He knows that everyone has a unique story and vision for their future, and he is dedicated to providing confidence to his clients through the power of financial planning and investment management.

Ian graduated from Syracuse University with degrees in psychology and economics, and he has been in the financial industry since 1999. He has a wealth of experience in retirement planning and investment management. He holds the AWMA and CRPC designations conferred by the College for Financial Planning, and AIF designation conferred by FI360.

Ian lives in Honolulu, Hawaii with his wife, Nerissa, and two children, Everett and Emery. He enjoys spending time with his family, traveling, running marathons and reading inspiring books.

CRPC conferred by College for Financial Planning.

With an analytical mind and driven by details, ever since Lily was young she has been fascinated with corporations and financial headlines.

She enjoys creating a welcoming, supportive environment for clients to feel connected and build trust. Lily's goal is that her clients know their concerns are heard as they share their goals to grow and build financial resources. 

Lily earned her degree in accounting from the University of Delaware. Working in corporate finance for 20 years, she became experienced in company formation, performance, and strategy, overcame numerous challenges and built revenue performance and longevity. Now she brings all of her experience and values to benefit individual clients.

Lily has native proficiency in Mandarin Chinese. She has a global perspective after years of financial experience in East Asia. She enjoys traveling and experiencing cultures. You will find her meeting good friends, playing strategy games, and enjoying scenic weekend hikes.

Mike Chong, CFP^®,CDFA™ is a Bay Area native. He graduated with a Bachelor's degree in Economics from UC Berkeley in 1999.

Mike lives his life with passion. He followed his childhood dream of becoming a pilot and earned his commercial pilot license with instrument rating and flight instructor license.  Has lived overseas doing volunteer work in Beijing, China, has traveled extensively to many parts of the world, and actively contributes to the community.

Mike's focus now is on helping others pursue their life goals - goals which often have a financial component.

As a CERTIFIED FINANCIAL PLANNER®, Mike's focus is on comprehensive financial planning. He can work alongside you to help you design a plan to help get from where you are today to where you want to be. He can show you the impact of decisions you have made and may make in the future.

As a CERTIFIED DIVORCE FINANCIAL ANALYST®, Mike posesses the skills to analyze your individual situation, and provide insight and guidance as needed. He is qualified to assess the implications of your settlement, including but not limited to: division of assets, child support, alimony payment, QDRO and tax implications. 

As a TAX PLANNING CERTIFIED PROFESSIONAL®, Mike understands that what you keep is just as important as what you earn. He specializes in identifying strategic opportunities to minimize tax liabilities and optimize your wealth for the long term. By analyzing Roth conversions, capital gains management, and the tax efficiency of your retirement income, Mike seeks to ensure your financial plan is structurally sound and prepared for the future. His goal is to provide the technical expertise needed to navigate a complex tax landscape, while striving to help you build and preserve your legacy with confidence.

Reach out and schedule an appointment with Mike today.

^{Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks_.}