Meet the Team

Mike Chong, CFP®, CDFA®

Wealth Advisor

(925) 575-8881

(888) 989-9168

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 dream of becoming a pilot and earned his commercial pilot license with instrument rating, 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™ practitioner, 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 decision you have made and may make in the future.

Reach out and schedule an appointment with Mike today.


LPL Financial is not affiliated with any other entities referenced. (01/21)

Chris Garrigan

Financial Advisor

(925) 575-8881 ext. 102

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 Registered Administrative Associate.

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!

Ian Wetherell

Financial Advisor

(925) 575-8881 ext. 104

“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 and expertise in retirement planning and investment management. He holds the SE-AWMA and CRPC designations conferred by the College for Financial Planning, and AIF designation conferred by FI360.


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

CRPC conferred by College for Financial Planning.