
Christian AchChristian AchExecutive DirectorWealth Advisor
Awards and Industry Recognition


Forbes
About Christian
Christian Ach is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management and a partner at Purpose Driven Investment Group.
Chris helps his 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, Chris enjoys getting to know each of his client—from their hopes and dreams, to their financial history and relationship with money, to their favorite sports team. His keen listening and emotional intelligence put his clients at ease, knowing he truly understands their goals. His 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.
Chris's professional background includes roles at Bear Stearns Private Client Services, CIBC-Oppenheimer, and as a software executive.
Outside of his office time, Chris loves spending quality time with his wife, Andrea, a couples therapist, and his two children. Their family enjoys hikes in the Bay Area, skiing in Tahoe and visiting relatives in Colorado.
Chris is a lifelong San Francisco Giants fan—his dog is named Bochy. He grew up in Manhattan, spent his formative years in Cincinnati, and made San Francisco home in 1996.
Insights

What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
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January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
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What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
