For CPAs, attorneys and other professionals
Referring a client to Virg Cristobal, CFP®
CFP® · Chrome Advisors · San Francisco, CA · Verified with the SEC
Who Virg helps
Principal at Chrome Advisors | Helping Tech Executives Get Smart with their Stock
Specialties: Values-based investing · Tech employees (RSUs, options) · Executives · Retirees and pre-retirees · Charitable giving · Couples and newlyweds · Business owners · High-net-worth families · Tax planning · New and growing families · Early retirement (FIRE)
How a referral works
- You introduce them with one email below, copying you and Virg. Nobody's added to a list.
- Virg replies to set up a short first conversation, at no cost and with no pressure.
- If it's not a fit, Virg says so and points them somewhere better. Either way, you look good for making the introduction.
Introduce a client
Handing out a name rarely works: most people never call. One email introducing them, copying you and Virg, does. It takes a minute.
Introduce someone to Virg →Advicer.bio doesn't give financial advice or pay for referrals. Virg is responsible for their own advice. Any compensation for referrals between professionals is between them and must follow their own rules.