Christian AchChristian AchExecutive DirectorWealth Advisor
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About Christian
I am an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management and a partner at Purpose Driven Investment Group.
I help my clients invest in alignment with their personal values, so they can shape the legacy of their wealth to not only meet their financial needs but also to benefit future generations, charities, and institutions.
Empathetic and compassionate, I enjoy getting to know each of his clients- from their hopes and dreams to their financial history and relationship with money, to their favorite sports team. My keen listening and emotional intelligence put my clients at ease, knowing I truly understand their goals. My financial acumen allows him to guide clients through the complex financial ramifications of major life events, like the sale of a closely held company, stock option compensation or inherited wealth.
My professional background includes roles at Bear Stearns Private Client Services, CIBC-Oppenheimer, and as a software executive.
Outside of the office time, you won't find me at the country club or the golf course, but rather spending quality time with my wife, Andrea, and my two kids. We enjoy hikes in the Bay Area, skiing in Tahoe, and visiting family in Colorado.
Insights
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March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowThe 20th century expansion of women in banking
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March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to enhance the yield on your excess cash
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