San Diego, CA
Chris Ornée
Hi there, I’m Chris. I understand that building wealth is about more than numbers—it’s about clarity, confidence, and long-term vision. My diverse career as a Navy helicopter pilot, hedge fund trader, investment banker, and wealth advisor gives me both the discipline and perspective to help my clients navigate opportunities and challenges. I also love talking about markets and I'm passionate about making complex financial topics easy for clients to understand and apply.
I understand that building wealth is about more than numbers—it’s about clarity, confidence, and long-term vision.
Meet with
Chris
Featured in:
No items found.
Our team
No items found.
How can I help?
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management is designed to help our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
Published Content
Chris
’s published work
No items found.
Chris
’s resources
Get to know
Chris
Chris brings over two decades of financial experience and leadership across multiple disciplines—including military service, trading, investment banking, and wealth management. He helps clients create clarity and confidence around their wealth by combining data-driven analysis with a deeply personal understanding of their goals and values.
Through a disciplined and transparent approach, Chris partners with entrepreneurs, executives, families, and non-profits to design strategies that integrate investments, tax planning, estate considerations, charitable giving, and retirement goals.
Connect with
Chris
:
How did you become a financial advisor?
My passion for investing and personal finance began early—I began reading budgeting books and Benjamin Graham’s The Intelligent Investor while still in high school. After earning a degree in Economics from the Naval Academy and serving as a Navy helicopter pilot, I pursued a master’s in Finance to deepen my expertise. Over the past 20 years, I’ve had the honor of helping clients craft meaningful financial strategies that drive lasting impact.
What types of clients do you work with?
I work with entrepreneurs, executives, families, and non-profit organizations to design strategies that integrate investments, tax planning, estate considerations, charitable giving, and retirement goals.
What areas of expertise do you have?
I understand that building wealth is about more than numbers—it’s about clarity, confidence, and long-term vision. My diverse career as a Navy helicopter pilot, hedge fund trader, investment banker, and wealth advisor gives me both the discipline and perspective to help clients navigate opportunities and challenges. I also love talking about markets and I'm passionate about making complex financial topics easy for clients to understand and apply.
What kinds of strategies do you help clients with?
I design strategies that integrate investments, tax planning, estate considerations, charitable giving, and retirement goals.
What is your favorite part of working with clients?
My favorite part is watching confidence grow over time. Whether it’s a family gaining clarity around college planning or a non-profit seeing its endowment support new initiatives, it’s incredibly rewarding to see thoughtful planning translate into real impact. I value the long-term relationships that form along the way—being a steady presence clients can rely on as their goals and lives evolve.
What is it like partnering with Savvy?
When I searched for a new firm, I wanted one with impeccable client service, a shared investment philosophy, a robust service offering, and modern technology. Savvy offers all of that and more. Our collaborative, tech-enabled team brings together expertise across investments, taxes, and comprehensive financial planning, and our client dashboard makes it easy to see your entire financial life in one place.
Connect with
Chris
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.