Learn about Chris’s background, planning philosophy, and commitment to helping clients make confident financial decisions. Chris brings a thoughtful, relationship-driven approach to wealth management, helping individuals and families align their financial strategies with the lives they want to build.
Chris Coates is a Fiduciary Wealth Advisor at Strittmatter Wealth. He helps individuals, families, retirees, and business owners bring greater clarity and coordination to their financial lives through personalized planning, objective guidance, and long-term relationships.
Chris has worked in financial services since 2013, beginning his career as a Client Service Associate before becoming a Financial Advisor in 2015. His experience has given him a well-rounded perspective on both comprehensive financial planning and the importance of exceptional client service.
Chris began his collegiate studies at the University of California, Irvine, and earned his BBA with an emphasis in Finance from Brandman University, part of the Chapman University System.
Chris believes effective financial planning begins with understanding what matters most to each client, including their values, priorities, goals, and vision for the future.
His philosophy is to begin with the end goal in mind. By identifying where clients want to go and working backward from that vision, Chris develops practical, personalized strategies designed to help them move forward with greater clarity and confidence.
Whether preparing for retirement, building and preserving wealth, protecting family, or navigating a major financial transition, Chris combines an educational approach with objective guidance and relationship-driven service.
Chris and his wife, Kacee, are the proud parents of three sons: Wren, Riggins, and Roland. Their life together is centered around faith, family, and meaningful experiences.
Outside the office, Chris enjoys spending time with his family, playing sports with his boys, golfing, attending live music, traveling, and camping.
"Gladiator," "The Pursuit of Happyness," and anything with Adam Sandler
The Harry Potter Series and "A Wrinkle in Time"
Spending time with family, coaching and playing sports with his boys, golfing, camping, traveling, and attending live music events.
