Chris Frantz founded Catalina Capital Group in 2012, and is a Managing Director and Senior Portfolio Manager. Chris began his investment management career at the former Citi Smith Barney branch in La Jolla, CA. He later took his practice to downtown Los Angeles where he was part of a large brokerage team that focused heavily on trading and syndicate business. The team also managed money for many high-net-worth clients, which has come to be his primary avenue of business. At Morgan Stanley and its predecessor firms, Chris consistently received accolades for being at the top of his peer group. He also achieved the Financial Planning Specialist designation and has worked with several families in this regard.
Chris has built a base of high-net-worth clientele, endowments & foundations, institutional and corporate clients. He focuses on proper account structuring and financial planning for all of his relationships. He recognizes that each client comes with a unique background and a unique set of needs, and takes the time to learn about his clients and present them with solutions on how to improve their financial wellbeing. When working with his corporate clients, Chris seeks tax saving strategies for the business owners and key executives. Additionally, Chris has extensive knowledge and experience in working with 401(k)'s, Profit Share Plans, Defined Benefit Plans, Cash Balance Plans and other Executive Compensation Plans. Chris works closely with his clients and their professional networks of tax advisors, business advisors and attorneys.
Chris earned his Bachelor of Science Business Administration from the University of Colorado at Boulder. During his time in Colorado, he also achieved his Certificate of Excellence in Entrepreneurship. While working at Morgan Stanley, Chris obtained his Certificate in Financial Planning from Boston University.
Awards and Recognition
Forbes America's Top Next-Generation Wealth Advisors- 2017 & 2018
Los Angeles Five Star Wealth Manager 2016-2018
Distinguished Entrepreneur Alumni- University of Colorado Leeds School of Business
Appointed to the National Panel of Financial Experts by Erdos and Morgan in 2015