Our Team

Credentials & Recognitions Christopher P. Yalanis


CERTIFIED FINANCIAL PLANNER™ practitioner

Christopher Yalanis is a CERTIFIED FINANCIAL PLANNERTM. You can feel confident knowing that working with Chris, a CFP® professional, you’re working with someone committed to providing the highest standard of financial services. CFP® professionals are held to strict ethical standards to ensure planning recommendations are in your best interest. A CFP® professional must acquire several years of experience related to delivering financial services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.


Named as one of Forbes Best-in-Sate Wealth Advisors 2019, 2020, 2021, 2022, 2023 & 2024

Christoper Yalanis was named as one of Forbes Best -in-State Wealth Advisors for each year from 2019-2024. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Wells Fargo Advisors Platinum Council 2023

Christopher Yalanis was named to the Wells Fargo Advisors Platinum Council for the 10th time. He earned this distinction in 2012, 2014-2016 and 2018-2023. By earning the Wells Fargo Advsors Platinum Council distinction for 2023. He is now among a select group of Financial Advisors who have demonstrated an ability to deliver exceptional service to their clients through well thought-out financial solutions. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


Senior PIM Portfolio Manager

As a Wells Fargo Advisors Senior PIM portfolio manager, Christopher Yalanis offers a customized discretionary advisory portfolio management program tailored to your specific investment goals. Private Investment Management (PIM) provides you with flexibility in building and maintaining your portfolio by offering a diverse selection of investments to meet your financial objectives. 


The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

We start with your life, and plan around it.