Chris Bezich

Chris Bezich

Senior Partner and Financial Advisor

Chris brings over 30 years of experience in financial services, specializing in the wholesale distribution of Index-Linked, Fixed Index, and Variable Annuities. He has held Regional and Divisional VP roles at Nationwide, where he led a West Division team of 10 wholesalers and served as a leader for the Nationwide Financial Annuities Planned Giving Team. Chris has also represented Transamerica, American Funds, and Pacific Life, and Annexus. He holds FINRA Series 6, 7, 26, and 63 licenses, a California Life Agent License, and a Certified Business Coach designation through WABC.