Chris Bean

A CPA who speaks Mandarin, Chris’s background in global trade, tax and finance serves his investment clients well today.

In addition to personalized investments, Chris and his team specialize in helping clients negotiate the challenges that come with major life transitions including retirement, divorce, inheritance, and the sale of a business. This Scoutmaster helps clients solve problems before they get bigger or do real damage. As a partner with his brother Douglas in the firm their father founded in 1989, he’s proud of Private Advisory Group because it hasn’t needed to rely on marketing, instead growing by the power of referral.