Christopher Rand, Ph.D., CFP®, CLU®
Guiding clients towards realizing their vision of security and fulfillment
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Guiding clients towards realizing their vision of security and fulfillment
Areas of Focus
- Business Owners
- Education Funding
- Employee Benefits
- Estate Planning
- Financial Planning
- Investment Management
- Life Insurance
- Retirement Planning
About Christopher Rand, Ph.D., CFP®, CLU®
Hi, I'm Christopher Rand, Managing Partner and Personal CFO of FIDES Wealth Strategies Group.With more than thirty years of experience in the financial services industry, I am a professional who cares deeply about the best interests of my clients. I pride myself on the meticulous care and attention I give every client. In January 2015, I co-founded FIDES Wealth Strategies Group. The firm's name is based on the ancient Roman term for reliability, representing a sense of mutual trust between two parties. Always striving to maintain that spirit of trust and steadfastness, I remain dedicated to my clients' needs.
I work primarily with high-income professionals, executives, retirees, and business owners in various industries, helping them work toward their financial goals. I hold some of the industry's highest designations and educational credentials. I am a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a Chartered Life Underwriter (CLU®). I hold a Bachelor of Science degree in business finance from San Diego State University, a Master of Science degree in financial services from the American College of Financial Services, and I went on to earn a Doctor of Philosophy (Ph.D.) in Financial and Retirement Planning in December 2021, also from the American College of Financial Services.
I am dedicated to supporting my fellow professionals in a variety of volunteer roles. I have served many times on the board of the Financial Planning Association of San Diego, including one term as president, and was elected by my peers to serve as a National Financial Planning Association (FPA) Board Member from 2010-2012. I was appointed by the CFP BOARD to serve on their Commission on Standards (2016-2018), Commission on Sanctions and Fitness (2021 to 2023) and currently serve on their Integrity Review and Criminal Expungement Commissions. I represented more than 19,000 LPL Financial advisors by serving on the LPL Financial Advisor and Ambassador Councils.
I also enjoy supporting the next generation of new financial planners by teaching in the financial planning program at the University of California Berkeley Extension.
My wife Karen and I are San Diego natives who now live in the Mount Helix area with our three daughters, Addisyn, Piper, and Marissa.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Life Underwriter (CLU)
Affiliations
- CFP Board
- Financial Planning Association
Primary Location
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About FIDES Wealth Strategies Group
FIDES Wealth Strategies Group is an independent financial and investment planning firm serving individuals, families, and business owners seeking a trusted advisor relationship on their path toward attaining and maintaining financial independence.As independent wealth managers and financial planning professionals, we earn our clients' trust through a comprehensive process that places their interests first as we seek to provide an unparalleled planning experience.
Who We Serve
We work with individuals and families who value guidance, clarity, and a long-term relationship. We partner with pre-retirees and retirees navigating the complexities of retirement planning, and we serve professionals who are high income earners and/or have much of their net worth tied up in company stock and benefits plans. We also help High-Earner-Not-Rich-Yet (HENRY) individuals optimize their income through strategic planning, and we provide guidance to business owners looking to optimize their finances and plan for long-term growth.
Our Services
Our services include comprehensive financial planning, investment management, retirement planning, estate planning, business services, college planning, employee benefits, and insurance planning.
As your Personal CFO, we bring the full spectrum of wealth management capabilities and resources necessary to address complex financial needs, coordinating the many aspects of your financial life and continuously monitoring your investment strategy.
Why Work With Us
We believe confidence comes from knowing you are working with someone you can trust. Every successful financial journey starts with a conversation and a plan built around what matters most to you, and our process is designed to be thoughtful, collaborative, and entirely focused on your vision.
Christopher Rand is an investment advisor representative of The Wealth Consulting Group an SEC-registered investment advisor, doing business as FIDES Wealth Strategies Group. CA Insurance Lic. #0B84066. WCG 26-154
Education
American College of Financial Services, Doctor of Philosophy, Financial and Retirement Planning | American College of Financial Services, Master of Science, Financial Services | San Diego State University, Bachelor of Science, Business Finance
Hobbies and Interests
- Camping
- Family
- Outdoor Activities
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
No reviews yet.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
