Christopher Bates
Golden State Wealth Management

Direct: 707-236-6302

Santa Rosa, CA

Chris started his career in the banking industry in 1977 and held various positions from teller to regional vice president. An opportunity arose in 1997 with American Savings on the investment side of the financial services industry and he transitioned quickly, obtaining securities and Life Agent licenses. He moved on to become a Chase Private Client Advisor at JP Morgan Chase. After 40 years, Chris decided to venture out as an independent financial advisor in 2017 and join Golden State Wealth Management. He focuses on building comprehensive retirement plans for his clients, both current and future retirees.

Chris and his wife of 42 years, Teresa have lived in the Santa Rosa area for more than 30 years. Teresa has been a sign language interpreter for over 30 years. They have two grown children and four grandchildren with whom they spend as much time with as possible. Chris and Teresa enjoy taking daily walks every morning and go to the gym at least twice a week to stay active in between their travel adventures.


201 E Sandpointe, Suite 460
South Coast Metro, CA 92707


¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.