Chris McKay
Client Service Associate
Chris is a new member of the Client Services team, focusing on client onboarding and assisting with account management. He also works closely with the Retirement Services team, ensuring a seamless set-up and follow through on all retirement plans.
Prior to joining FMB in 2024, Chris was the VP of Sales and Administration at California Wealth Advisors in Santa Barbara. He managed operations and developed new client onboarding processes. In addition, he managed team client portfolios and records.
Chris holds a BS in Business Administration from California State University Channel Islands. Chris is married and lives in Ventura with his wife. They enjoy camping and boating. Chris also surfs and loves the outdoor California lifestyle.