Advisors at this firm
Chad A
Series 63, Series 65
Midvale, UT
Presidio Wealth Management
Chad Anderson is a financial advisor at Presidio Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneDigital Investment Advisors and Diversified Investors Securities Corp. Outside of his advisory role, no additional business activities are noted. Presidio Wealth Management offers investment advisory, wealth management, and financial planning services to individuals, trusts, foundations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios and third-party asset managers without receiving compensation from them, and provides fiduciary guidance especially for retirement accounts.
Elijah C
Series 66
Midvale, UT
Presidio Wealth Management
Elijah Christensen is a financial advisor at Presidio Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and E*TRADE. Outside of his advisory role, he owns and operates Exchange Royale, a business that resells sports memorabilia. Presidio Wealth Management offers investment advisory, wealth management, and financial planning services to a range of clients including individuals, trusts, and business entities. The firm employs a Modern Portfolio Theory-based approach, using diversified portfolios and third-party asset managers without receiving compensation from those managers.
Shane C
Series 63, Series 65
Midvale, UT
Presidio Wealth Management
Shane Christiansen is a financial advisor at Presidio Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Osaic Wealth, OneDigital Investment Advisors, and LPL Financial. Christiansen has been with Presidio Wealth Management since 2003, returning in 2024 after a brief period elsewhere. Presidio Wealth Management offers investment advisory, wealth management, and financial planning services to individuals, trusts, foundations, and business entities. The firm employs a Modern Portfolio Theory-based approach, building diversified portfolios tailored to clients’ goals and risk tolerance, and is noted for allocating assets to third-party managers without receiving compensation from them.
