Chris Grellas, CFP®, MSFA in

Chris Grellas, CFP®, MSFA

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Co-Founder and Certified Financial Planner® at ProsperPlan Wealth
📍 Greater Sacramento, United States

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.

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Experience
11 Years
Current Role
Co-Founder and Certified Financial Planner®
Job Level
Leadership
Location
Greater Sacramento, United States
Personality Overview

How Chris shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Chris cares 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.
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Career

Work history

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

Media appearances

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Education
2018 - 2020
Masters of Financial Analysis
University of San Francisco
2011 - 2015
Bachelor of Business Administration (B.B.A.)
California State University-Sacramento
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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