Christopher L. Phelps
CPA/PFS, CFP®, AIF®
Chris was raised in Indiana, where he was heavily involved in sports at both the high-school and collegiate levels. He graduated cum laude with a BA in business administration and economics from Hanover College in 1983. Chris then completed his MBA from Indiana University in 1985, again graduating cum laude.
His substantial experience in investment portfolio design, retirement planning, and advanced estate planning will help you achieve financial security so that you may focus on what is most important in your life. His passion is to help his clients achieve their financial life goals through the design and implementation of a personalized financial plan. This process is focused on meeting his clients' needs and removing their concerns.
Professional Achievements:
- CERTIFIED FINANCIAL PLANNER™ professional
- Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants
- Certified Public Accountant professional
- Securities registered and offers investments as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network® (member FINRA/SIPC)
Chris is active in his local church, LifeBridge Church, and is currently serving as Chairman of the Board. Chris and his wife, Sheri, moved to San Diego, CA in 1988 and reside in Rancho Bernardo. They have three sons; Jesse, Joshua, and Daniel.
Linda Somervell
Office Manager
Linda joined Financial Life Concepts in 2011 to help fill in during staff vacations and long-term leaves. FLC quickly made Linda a permanent team member after recognizing her dedicated work ethic and innate sense of integrity. Linda’s role has grown to include managing the day-to-day operations, working on special projects, and occasionally spoiling the office with delicious homemade dishes.
Linda earned a BA in business administration from Point Loma Nazarene University and a teaching credential from Azusa Pacific University. Her first career was spent as an auditor and commercial banking officer in downtown Los Angeles. She has taught in public, private, and military schools.
Linda has embraced life in the Rancho Bernardo area for over 25 years. She has raised three children, all of whom are married, completed college, and are pursuing careers. Linda has one grandson and is expecting another grandchild in October 2019. Much of her spare time is spent with family and friends, church activities, swimming, yoga, time at the beach, cooking and quilting or sewing as time allows.
Linda can be reached at (858) 485-1919 x 103 or [email protected].