Chris Acker

Chris Acker

ChFC

Chris is a Financial Advisor who helps clients choose an insurance plan, plan for wealth transition and protect their loved ones with insurance.

  • About Chris
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Owner at CB Acker Associates
Address
844 E. Charleston Rd
Palo Alto CA, 94306
Phone
(650) 969-5844
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About Chris

I'm a Silicon Valley advisor who helps families develop strong financial safety nets. And I roast my own coffee!

Chris is native of Ogdensburg, New York, a small border town on the

St. Lawrence River, 40 miles south of Ottawa, Ontario.

He graduated from Williams College with BA in history in 1985.

He began his insurance career with The Manufacturers Life Insurance

Company (now John Hancock) in the fall of 1985, where he was a

brokerage representative, helping independent insurance agents and brokers place impaired risk and specialty insurance coverage.

In 1989, he moved into retail insurance brokerage with the San Mateo-based

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Education

  • BA, History, Williams College

Certifications

Designations
?
Insurance License
  • CA: #0696152

Typical Clients & Fee Structure

Typical Clients

Business Owners
Executives
Seniors

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Commission
Paid when their clients buy or sell specific products (e.g. stocks, bonds, etc).
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.