Phone: 505-897-7234
Fax: 505-897-2205

Charles “Chip” Presti brings more than 30 years of financial services experience working with clients from the accumulation through the income stages of investment planning. Chip believes that taking the time to really get to know and understand his clients and their goals is the most important step in the financial and investment planning process. He specializes in developing personalized strategies with the goal to help individuals and families maintain their desired lifestyles throughout retirement and works with clients to pursue their legacy and estate planning goals, addressing to manage risk through tax-efficient wealth preservation strategies.

Chip began his financial services career in 1988 at MuniCorp of California, Inc., a regional broker/dealer specializing in municipal bonds. In 1995, he became an independent financial advisor with Associated Securities, one of the nation’s first independent broker/dealer firms in the country. In 2007, he joined First Allied Securities where he met John Threlkeld. He later joined Advantage Wealth Advisors in 2012 as a financial consultant. He holds his Series 7 and 63 securities registrations with LPL Financial and his California and New Mexico state insurance licenses.

Chip and his wife, Jan reside in Corrales, NM. He is an avid runner and spends much of his free time providing support and counseling to children from families struggling with addiction problems.