Chris Whittier

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858-676-0700

Chris Whittier is a financial advisor with experience in investments, insurance, and banking. After his time at MetLife and TD Bank, he sought the opportunity to more directly assist clients with reaching their financial goals regarding funding higher education while maintaining overall financial health. He employs his skills in financial planning and customer service to efficiently move clients through the college funding process and beyond. He firmly believes that proactive financial planning strategy results in the most beneficial outcomes for students and their families.

Chris received his M.B.A. from the New England College of Business and Finance while working full-time in the financial services field. He also holds a Bachelor’s degree in Economics and enjoys following professional sports and trying new recipes in his kitchen in his free time.

Chris Whittier

Financial Advisor

COLLEGE PLANNING SOURCE
NOTIFICATION ABOUT
CORONAVIRUS COVID-19

To ensure the safety of parents, students, and staff, we will be holding our student counseling meetings and our student workshops online. 
 
We will be conducting meetings via Zoom until further notice.
 
For upcoming scheduled meetings, our counselors will be contacting you directly regarding the Zoom meetings.
 
Our staff continues to work tirelessly to prepare our students and families for their college experience. If you are currently on break, get a head start now and take advantage of this time to start college planning. For any questions or concerns, please contact us at 858-676-0700.

 
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