Chris Estevez, AWM, CFP®

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

877-275-4214 | Email
732-576-4601

Qualifications

Chris began his financial services career in 1985 with the Irving Trust Company. Prior to joining RBC Wealth Management in 2004 he was a Financial Advisor with Morgan Stanley. Chris graduated from Pace University in 1986 with a Bachelor of Arts degree in Finance. He is also a graduate of Fairleigh Dickinson University’s College of Financial Planning. Chris obtained his Certified Financial Planning designation in 2004. He is also a graduate of the Estate and Wealth Management Institute at Michigan State University, where he earned the Accredited Wealth Managers designation in 2006.

These designations enable Chris to assist his clients in all facets of wealth management. Chris has passed the Series 7, 63, 65 and 31 exams. In addition he is licensed to provide Life and Long-term care insurance in NJ, NY, PA, FL, and AL. 

Personal

Chris resides in Howell, NJ, with his wife, Annette, and his two children, Chris, Jr. and Danielle. Chris previously served on the Howell Township Planning Board as the Chairman. He is also a past member of the township’s Land Preservation Taskforce. He is the Past President of the Howell Optimist Club where he is still active and the Past President of the International Management Council, Raritan Chapter. He is also an Assistant Scout Master of Boy Scout Troop 258 Howell. Chris is an avid outdoorsman and enjoys coaching a variety of youth sports.