Chris Latham, CFP®

Wealth Advisor

I’m Chris Latham, CERTIFIED FINANCIAL PLANNER™ professional and co‑founder of Grow Wise Financial. I’ve spent nearly three decades helping people make sound financial decisions that support the lives they’re working hard to build.

My interest in this field started long before it became my career. Growing up, I noticed how differently families handled money — some were constantly worried, while others seemed prepared for whatever came their way. That early observation pushed me to understand what creates financial stability and how to help people pursue it in a practical, steady, and meaningful way.

As a Wealth Advisor, I work closely with clients to understand their goals, concerns, and priorities. From there, I help them organize their financial lives, evaluate their options, and build strategies that support both their present needs and long‑term plans. My role is to offer perspective, structure, and consistent guidance through the decisions that matter most.

I earned my BA in Finance from San Diego State University and hold the CERTIFIED FINANCIAL PLANNER™ certification. I’m an active member of the Financial Planning Association and serve on the CERTIFIED FINANCIAL PLANNER™ Board. Over the years, I’ve supported clients through market cycles, life transitions, and complex planning decisions with a calm, long‑view approach.

Outside the office, I live in Huntington Beach with Kimberly and our blended family of four wonderful children. I enjoy surfing, traveling, and spending time with family and friends. Community involvement is also important to me, and I volunteer with organizations including L.O.T.S and Robyn’s Nest, as well as offering financial guidance to local nonprofits and churches.

At Grow Wise, my goal is straightforward: to be a steady resource for the people I serve and to help them make decisions that support the future they want for themselves and their families.

Registrations & Licenses

  • FINRA Series 6, 7, 24, and 63 registrations held through LPL Financial
  • SEI credential (CFP® education requirement)
  • Insurance and risk‑management licensure
  • Securities registered in: AR, AZ, CA, FL, HI, IA, ID, IN, MA, MN, NH, NV, NY, OH, OR, PA, TN, TX, WA
  • CA Insurance License #0B31996