Christopher J. Lococo is the third generation of Lococo’s to work for the family firm.

Chris started his career in 2011 working for a Third-Party Administrator analyzing Retirement Plans and establishing recommendations to better assist individuals with their retirement goals.

Chris joined Morgan Stanley in 2013 as a Wealth Advisory Associate and a year later advanced to Client Associate for their top South Bay Team. Chris’s responsibilities included helping Clients navigate their Financial Plans and assisting with analytical evaluations of their Portfolios.  Additionally, Chris was responsible for syndicate and intraday trading.

Chris joined the family business in late 2016 with a desire to provide more personalized service based on client concerns, goals, and desires.

Chris is active in Aikido martial arts and teaches kids and teen classes at his local Dojo. Chris enjoys soccer, baseball, history, cooking, woodworking and spending time with his wife Stephanie.

Ally is the cheerful voice on the other end of the phone when you call our offices.

Ally, has provided office support for several companies throughout the USA.  She located to Northern California about a year ago to be closer to family and finish up her college degree in Technology Management.

In her spare time Ally enjoys weight lifting, wrestling and any physical activity that is challenging.