What is a FlexGen Advisor

FlexGen is an advisor who is forward thinking, embraces change, loves learning, challenges conventions and believes in helping clients pursue their life goals. We're a Next Generation of financial planner. We're meeting you where you are. But ultimately, we're meeting your evolving needs. In a word, we’ve become more flexible. As a new generation flexible planner, we can work across devices, support various business models, and provide a range of financial services, all in an effort to service your increasingly demands as an investor. The question is: Are you looking for this new type of financial planner?

Christopher Bissonnette CFS, CLTC®

Wealth Advisor, LPL Registered Principal, College Financial Aid Advisor

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I've worked as a Financial Planner for over 25 years earned my Bachelor of Science degree in Business Management Systems from Arizona State University on a Regents Grant Academic Scholarship.

I hold the Series 7 and 24 securities registrations through LPL Financial, the Series 65 through AK Financial Group. I also hold the designations of Certified Fund Specialist® (CFS®) and Certified in Long Term Care (CLTC®). As a member of The Society of Financial Awareness, a nonprofit 501(c)(3) organization we provide financial education in the community, a subject I take to heart. I often speak on financial literacy and college planning and advise parents and their children with financial aid.

I'm an Ambassador with the Irvine Chamber of Commerce and I chair the Financial Education Task Force. I'm also the VP of the Irvine Holistic Chamber of Commerce, member of the National Association of Insurance and Financial Advisors (NAIFA) and past president of the Orange County ASU Alumni Association all positions that I have treated with an enormous amount of passion. My main focus is on holistic financial planning and financial well-being and I'm a regularly featured guest on ESPN and NBC radio. I live in Tustin Legacy with my wife and two children.

By referral only

Our Team

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Marcia Santos Sadler
eMoney Concierge

I'm responsible to on-board our clients with their eMoney accounts. It's something I find totally enjoyable.

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Constance Fiorito
Client Relations Specialist

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Emile Loubet
Client Relations Specialist

What is Holistic Financial Planning?

Holistic Financial Planning in a 2 minute video.

Learn how eMoney is a welcoming, detail-rich and interactive software, which displays all your wealth-relevant information, like net worth, investments, insurance, budgets and spending in a way that delivers maximum transparency.

  • Print out a report of your finances
  • Simple to use navigation
  • Goal-Planner for retirement and education planning
  • Decision Center, for cash flow-centric planning

What does Holistic Financial Planning mean?

In order to get your financial house in order, you need a holistic financial planning approach that addresses spending, saving, debt management, investment management, insurance, taxes, estate planning, employer and company benefits and all aspects of your financial life.

Holistic Financial Planning is a process of reaching for your life goals with the appropriate management of your all your resources to pursue goals such as buying a home, planning for retirement or saving for your child's college education. Holistic Financial Planning takes an up-close and expansive overview of your total financial well-being and how one area of your finances influences another.

Tax and legal services are not offered by Holistic Financial Planning™, AK Financial Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

By referral only