Co-founder, Liang & Quinley Wealth Management
- Teaches CFP course on the principles of financial analysis at University of California, Irvine.
- Has a 2 handicap in golf.
- Hosts an annual women's appreciation day.
Don't judge Christopher Quinley too harshly, but even though he's a millennial himself, he prefers clients who are part of the baby-boom generation.
"I find that the boomers really value the face-to-face personal relationship with an adviser, and that's what I like about working with them," he said.
Mr. Quinley, who co-founded his advisory firm in 2011 with Michael Liang, estimates that at least 80% of his clients fit into the category of "nearing retirement."
"We're trying to work with more millennials by working with the kids of our clients, but younger people don't seem to value our services the way baby boomers do," he added.
Mr. Quinley, whose firm manages $100 million in client assets, is getting ready to add another full-time financial adviser and is "in talks with another firm" as part of the plan to "get to the next $100 million."
Mr. Quinley recently earned the Wharton Certificate of Professional Development in Wealth Management and Aresty Scholar Award.
He teaches the required CFP course Principals of Financial Analysis at the University of California, Irvine.
Mr. Quinley is also active in the San Diego State University mentor program and SDSU Orange County Regional Council.
A near-scratch golfer, Mr. Quinley hosts an annual charity golf outing and also volunteers in the Aztec Mentor Program at San Diego State University.
"I knew I wanted a career in business, but I also wanted to help people," he said. "Thirty years from now I want to be able to look back and say, ‘These are all the people I've been able to help.'"
– Jeff Benjamin