Christopher B. Bannon

Christopher B. Bannon

Financial Strategist
CA License No. 0C20281

Phone: 805.482.5775
Fax: 805.482.5995
E-mail:

Chris has assisted clients with the accumulation and preservation of wealth for over 15 years. He takes a comprehensive approach which addresses estate planning, advanced wealth preservation and business succession planning for a clientele of affluent business owners, professionals and retirees. Previous to his role at Tax & Financial Group, Chris was a Private Wealth Advisor for Sagemark Consulting. Prior to Sagemark, Chris was a professional Firefighter.

Chris utilizes his own knowledge and experience in combination with the expertise of a team of specialists available through Tax & Financial Group in the development and implementation of comprehensive financial strategies including risk management, estate, and business plans. Chris has been a featured speaker on these areas and an instructor of continuing education for accountants and other financial professionals. He is a member of the National Association of Life Underwriters, and the Estate Planning Council of Ventura County. Chris attended Alan Hancock College Academy and received a degree in Fire Technology. He has obtained the Series 7 and 66 Securities Registrations in order to facilitate the needs of his clients and is also a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc., member FINRA/SIPC.

Chris enjoys golfing, traveling, and giving back to the community through coaching youth sports. He has received a Gold Star Certificate of Merit from the American Red Cross. Chris and his wife, Danielle, currently reside in Camarillo, CA, and have three children.