Chris Welton, MBA, CAIA, CFA®, CFP®
Login to view DISC.Wealth Management Advisor & Founder/Principal at Clavius Wealth Management
📍 San Francisco Bay Area, United States
Chris Welton is the Founder and Principal of Clavius Wealth Management, affiliated with Northwestern Mutual. As a CFP® professional with an MBA from UCLA Anderson, he leads a team that provides integrated financial planning to highly compensated professionals, with a focus on clients in technology and venture capital.
Read the full overview →Experience
14 Years
Current Role
Wealth Management Advisor & Founder/Principal
Location
San Francisco Bay Area, United States
Personality Overview
How Chris shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Priorities
Topics Chris cares about
Wealth Management
He founded his own firm to provide integrated financial planning, including risk management, wealth management, tax strategies, and estate planning, to affluent professionals.
Technology & VC
His practice specifically targets and partners with technology executives and venture capital professionals, indicating a deep understanding of their unique financial needs.
Career
Work history
1-2012
Wealth Management Advisor & Founder/Principal
Clavius Wealth Management
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
2009 - 2012
MBA
UCLA Anderson School of Management
9-1992 - 5-1996
BA
Amherst College
Social presence
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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