ABOUT US

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Chris Remedios is a Certified Financial Planner™ professional at Remedios Financial Planning, a fee-only financial planning firm in San Francisco. Remedios Financial Planning offers hourly rate investment and planning advice.

Chris graduated with a degree in Management Science and a minor in Applied Mechanics and Engineering Science from UC San Diego. She gets a thrill out of transforming client’s financial data into a story.  That story creates a space to explore practical solutions and reconcile the emotions that arise.

Chris has a passion for sharing her financial planning knowledge and is dedicated to creating outreach programs for communities in need. She serves as Pro Bono Director of the SF Financial Planning Association (FPA) and volunteers as a financial counselor for Financial Planning Days, the Assessor’s Family Wealth Forum, Jewish Community Center programs, Mission Economic Development Agency (MEDA), and more. Chris is proud to serve as a liaison with the SF Treasurer’s Office of Financial Empowerment and the San Francisco Public Library to bring financial counseling resources and financial literacy to San Franciscans.

In December of 2017, Chris was honored to receive the Heart of Financial Planning Award by the SF Chapter of the Financial Planning Association. The award recognizes planners that engage in extraordinary work, contributing, and giving back to the planning community and the public through financial planning.

The month I started my business I took a trip to Kenya. I visited the Maasai Mara which is beautiful, overwhelming and constantly changing. The people who live in the area take change in stride. My goal for my business is to help my clients better understand their financial lives today and build in some financial flexibility to be better positioned for change in the future.

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