Cris has been in the Asset Management industry for over 10 years, and focuses on Wealth Management, Real Estate Planning, Family Financial Planning and College Planning. Beginning his career at Morgan Stanley Private Wealth Management, Cris has experience working with and leading teams who managed over $1B in assets under management. Cris’ main role is advising assets while building customized generational financial plans with a focus on working with small businesses and business owners.
Additionally, Cris has extensive experience working with families who own a family business. As a son of immigrant business owners, Cris learned firsthand how financial services and capital markets can play an instrumental role or a family and the business. These experiences sparked a lifelong passion to help similar families who can benefit from asset management and lead to Cris founding Bright Legacy.
Cris simultaneously founded Bright Legacy while completing a Master in Business Administration (MBA) degree from the University of Southern California – Marshall School of Business. While in business school, Cris was able further strengthen his skills of scaling businesses from all sizes, protecting business owners and their business, growing, and protecting wealth, and building optimized custom portfolios.
Prior to earning an MBA at the Marshall School of Business, Cris was Senior Financial Advisor, lead Financial Planner and co-founder of The Cuevas & Calenzani Group at Raymond James Los Angeles. Here, Cris and his partner collectively managed over $100m of client assets spanning all over Southern California. Preceding leading a team at Raymond James, Cris came from Morgan Stanley, Private Wealth Management.
While at Morgan Stanley, Cris led the firm in Financial Planning, having built over 3,000 financial plans for clients and businesses all over country. Cris also had the opportunity to work with incredible teams in both Los Angeles and San Francisco who managed over $1.5B in assets.
Preceding joining Morgan Stanley, Cris earned his Bachelor of Science in Finance at the University of San Francisco (USFCA) where Mr. Cuevas currently sits on the alumni board and serves as an alumni mentor.
While not in the office, Cris enjoys spending time with his family and friends, exploring national parks, camping, and coaching youth basketball.