Chris Cox – Financial Advisor
A Bay Area native, Chris Cox is a Financial Advisor with Siena Wealth Management, Inc. in Silicon Valley, which has been serving wealthy individuals and families in all stages of life for over 25 years.
Chris began his career in the financial services business in February of 2000. Literally beginning in the firm’s mailroom, Chris was quickly promoted to an Operations role working with long-time industry professionals. He experienced the euphoria of the dot com boom followed shortly thereafter by the shock of the tech wreck.
While attending Cal Poly in San Luis Obispo, Chris transitioned from a role in the back office to working with a local advisor. After graduating in 2005 with a BS, Business from Cal Poly, he worked in various aspects of the industry from insurance to brokerage to advisory.
In 2008 Chris was working with a local advisor when he again saw the global markets enter a downturn, the “The Great Recession.” Through a stroke of good timing, Chris transitioned to an established financial company, Foothill Securities, Inc., based in Mountain View. Through various roles, he worked in close partnership with the firms’ advisors ultimately becoming the Chief Operation Officer (COO). But his real passion was working directly with clients. In the spring of 2014 he accepted a role as Financial Advisor with Siena Wealth Management.
Through his myriad of financial industry experience and working with a great variety of financial professionals Chris has had the opportunity to see the very best financial advisors at work. This helped create clarity around how he would like to work with clients. After meeting with Siena, understanding the philosophy and clientele it was an easy decision to join Siena. In his capacity as Financial Advisor, Chris works closely with Ron Howard and Mike Demko in a team oriented environment. He is involved in meeting with clients, working up financial plans and proposals, and helping clients with their day-to-day needs.
Chris enjoys the outdoors including hiking, camping, mountain biking, backpacking and snowboarding. He continues to travel both domestically and internationally hoping to see more of the US and visit Europe again soon.