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Chris Symank
Chris Symank
Guided Portfolio Manager
Financial Advisor
6160 Stoneridge Mall Road
Suite 150
Pleasanton, CA 94588
tel: 925-730-3810
toll free: 800-834-4434
fax: 925-730-3868
Email Me
Welcome Experience Services Education Associations
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Business Experience
  • Present: Morgan Stanley Smith Barney*
    Guided Portfolio Manager
    Financial Advisor, FPA
    Pleasanton, CA
  • Prior Experience: Sunny Cal Sales
    Business Owner, Vice President of Sales
    Reedley, CA
  • California Olvie Oil Manufacturing Company
    President
    Reedley, CA
Services
  • Asset Management
  • Wealth Management
  • Family Consulting
  • Estate Planning
  • Corporate Pension Funds
  • Retirement Planning
  • Executive Financial Services
  • Business Planning
  • Corporate Retirement Plans
  • Qualified Retirement Plans
  • Business Succession Planning
Education and Licensing
  • Bachelor of Arts, 1993
    Stanford University
    Stanford, CA
  • Series 7 & 66 Licensed
  • California Insurance Licensed
Associations
  • Tri-Valley Business Forum
  • East Bay MashEx
  • Stanford Alumni Association
Bulletin Board
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
Chris Symank is licensed in the following state(s): AR, CA, CO, IL, MA, MO, NV, UT, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Making Plans: The Value of Financial Planning (pdf)

Personal Wealth Questionnaire (pdf)

Give your Business and Your Life a Financial Advisor (pdf)
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