Chris Grellas, CFP®, MSFA

Critic
DISC Type : C

Co-Founder and Certified Financial Planner® at ProsperPlan Wealth

Greater Sacramento, United States

Overview

Chris Grellas is the co-founder of ProsperPlan Wealth, a fiduciary advisory firm in the Sacramento area. A CFP® professional with a Master of Science in Financial Analysis, he specializes in retirement, tax-efficient planning, and financial technology. His approach is grounded in integrity and putting clients best interests first.

A Sacramento native, Chris is deeply connected to his community. He volunteers at his churchs youth group and supports causes like foster care awareness. He enjoys cooking, skiing, and spending time with his wife and two daughters. His Greek heritage is a significant part of his identity.

He has four cats, all named after famous Greeks: Leo, Elsa, Achilles, and Phila.

Personality Overview

ROI Driven

Critic

Information Seeker

They choose to analyze logically and value facts to emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Fiduciary Financial Advice
Co-founded his firm to provide independent, fee-only financial planning that is always in the best interest of the client, without being tied to sales quotas.
AI in Wealth Management
Uses AI for marketing and compliance at his firm to increase efficiency but believes it should never replace direct client communication.
Community Involvement
Serves at his local church's youth group and speaks at local schools, including his high school alma mater, demonstrating a passion for giving back.

Media Appearances

Chris has no verified media appearances

Work History

4-2024
Co-Founder and Certified Financial Planner® at ProsperPlan Wealth
6-2018 - 4-2024
Financial Advisor at Allworth Financial
5-2015 - 6-2018
Advisor Associate at Allworth Financial
1-2015 - 5-2015
Financial Advisory Intern at Allworth Financial
1-2015 - 5-2015
Portfolio Manager at Student Investment Fund (SIF) at CSUS

Education

2018 - 2020
Masters of Financial Analysis from University of San Francisco
2011 - 2015
Bachelor of Business Administration (B.B.A.) from California State University-Sacramento

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Sacramento, United States Job Level : Leadership Designation : Co-Founder and Certified Financial Planner® at ProsperPlan Wealth
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t try too hard to build a relationship with them
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Chris

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Chris take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Chris

Personality Compatibility


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