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Chris Chai

Chris Chai

Senior Paraplanner

Job Description – Chris works as a Senior Paraplanner in supporting our office in a myriad of investment, tax, retirement, and other financial planning analysis.

Chris has been a paraplanner supporting wealth advisors for over four years. He assists in developing and implementing comprehensive financial plans for private clients. He is a resourceful member of the investment committee that researches and analyzes securities, develops investment strategies, and monitors client investment portfolios. Before entering the wealth management industry, Chris was an IT management analyst for six years. He combined his extensive technical skills with business acumen to improve business operations through information technology. 

Education – 

  • Campbell University, North Carolina - Master of Trust and Wealth Management, Summa Cum Laude
  • Western Illinois University, Illinois – Bachelor of Business in Information Management

Getting to know Chris

Chris enjoys outdoor activities such as kayaking, volleyball, and travelling.  Chris is fluent in English, Mandarin, Cantonese, and Malay.

  • Favorite food: Sushi
  • Best piece of financial advice received: Save when you can, and spend while you can
  • Favorite holiday: Christmas
  • Hidden talent: Playing piano
  • Place Chris would most like to visit: Any place that I haven’t visited yet
  • Why Chris likes working at JFA: I enjoy working at JFA because we have a professional team with different expertise and backgrounds to serve our client needs.  We all have a common goal, which is striving to provide exceptional values to our clients, through our dedication, self-improvement, and passion about what we do.

Check the background of this investment professional on FINRA's BrokerCheck.

Johanson Financial Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Johanson Financial Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Johanson Financial Advisors, Inc. unless a client service agreement is in place.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Charles Schwab & Co., Inc. (Schwab) is one of the firms that we use to custody our client assets. Schwab and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. Schwab does not endorse or recommend any advisor and the use of the Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co., Inc. (Schwab), a subsidiary of The Charles Schwab Corporation, member SIPC. Used with permission.

Certain representatives of Johanson Financial Advisors, Inc are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211

Check the background of this firm on FINRA’s BrokerCheck. 

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