Chris Marsh Portrait

CHRIS MARSH

CFP®

Chief Compliance Officer, Director of Operations, Model Manager

Chris Marsh Portrait

Chris joined TriCord Advisors, Inc. in August of 2012. He serves as the firm’s Chief Compliance Officer, overseeing the company’s operations and client services. He is a manager of managers, overseeing the client services team. In addition, he is the lead liaison with our investment partners.

As a former Marine Corps Staff Sergeant and Iraq War Veteran, Chris has a passion for one of the most underserved segments in America, Military Veterans. As a member of the Financial Planners Association, Chris has offered his time to help those Veterans in financial need.

Chris spent his formative years in Norman, Oklahoma, before moving to Riverside, California, where he graduated from John W. North High School. After graduation Chris spent the first eight years of his professional career in the United States Marine Corps. Chris transitioned into the civilian life by going back to college and earning a Bachelor of Science in business with a concentration in Accounting.

When not at work, Chris enjoys spending time with his wife, Brandi, and their 3 children, Caden, Colin, and Brooklyn. They also have 1 dog, 2 cats, 1 bunny, and a horse named Chowder. Most of their free time is spent at one sporting event or another or exploring our National Parks; however, Chris does find time for his other hobbies, golfing and cycling. Chris serves as the assistant coach to the Woodcrest Christian Mountain Biking team.

Chris serves as an adjunct professor in the Financial Planning department at Cal Baptist University. He also provides pro bono financial planning for Homes for our Troops, a charitable organization which provides housing for severely disabled veterans. He is a CERTIFIED FINANCIAL PLANNERTM.  

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