Christian G. Felix is the Director of Transformative Markets at Transform Wealth. He is responsible for developing and implementing corporate initiatives and positioning the company’s broad portfolio of financial solutions to diverse marketplaces. Christian aims to increase the awareness of the company’s financial services offerings to under-resourced communities and propel Transform Wealth’s goal of being a leader in creating a financial path to awareness, hope and empowerment to families of diverse cultural backgrounds.
Christian has spent the last 20 years in financial services working in private wealth management and small and middle market commercial banking in helping Latino families secure their financial future. Prior to Transform Wealth, Christian founded Alta Wealth Group, a leading company serving and empowering Latinos via financial solutions and advice and ran a wealth management practice at UBS Financial with a focus in servicing high and ultra-high net worth Latino families.
Christian holds a Bachelor of Arts Degree in Economics and a Masters Degree in Business Organizational Structures from Stanford Leland University. He is an active member of the Stanford Alumni and Stanford Chicano/Latino Alumni Association. He has also participated and has held board positions in the Denver Latina Chamber, Escuela Tlatelolco, and the Mental Health Center of Denver. Christian is also a mentor for Stanford’s Latino Leadership Program at Stanford’s Graduate School of Business.
Christian lives in Arvada with his wife Katie with his two daughters Ella and Ava where they enjoy all that the Colorado outdoors has to offer.