Legacy Matters

No sales gimmicks.
No pressure tactics.
No quotas to meet.
Just advice for your future.
Founder of Fox Wealth Strategies, Chris Lis brings years of experience in consulting and commercial real estate investing. He believes that personal finance should serve the person, not the salesperson.
Chris graduated magna cum laude from Loyola Marymount University, and has earned his MPA and MSc. He also has earned an MBA from Claremont Graduate University, and is a certified Financial Planning and Wealth Management Professional (FPWMP™) and Capital Markets and Securities Analyst (CMSA©).
Chris holds a Series 65 as an Investment Adviser Representative (IAR; CRD#: 8082695), as well as Life, Accident and Health or Sickness insurance licenses (License#: 4446692). He also holds a California Real Estate Salesperson license.
Currently, Chris teaches as an adjunct professor of finance at John Paul the Great Catholic University in Escondido. His courses include: MATH202 Personal Finance & Success; BUSI227 Principles of Investing; BUSI306 Corporate Finance; and more.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Fox Wealth Strategies
Fox Wealth Strategies is a registered investment adviser (RIA) in the state of California (CRD#: 336503)
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