Christopher K. Pegg
Senior Vice President, Senior Director of Planning California and Nevada Region
Chris is the senior director of planning for the California and Nevada region of Wells Fargo Private Bank. Mr. Pegg leads a team of 30 wealth planning managers, strategists and planners who develop and implement custom wealth plans for clients based on a thorough understanding of each client’s personal values, asset growth and wealth transfer goals, and vision for their legacy. The wealth planning group also works with banking, fiduciary, and investment professionals to bring integrated wealth management advice to clients of The Private Bank. Chris also speaks and writes frequently on wealth planning matters.
Prior to joining Wells Fargo, Mr. Pegg focused on the needs of high net-worth clients in private practice. This representation included business succession, complex estate planning techniques, charitable giving and probate matters as well as income taxation, corporate and partnership taxation, business entity formation and asset protection. In addition, Chris represented a number of charities and other non-profit organizations.
Chris also ran a Family Office for a real estate development group for a number of years. In this role, he structured asset protection and business succession techniques as well as estate planning vehicles for the owners and their families.
Mr. Pegg earned a Master of Laws in Taxation from the University of Florida and is Board Certified in the area of Tax Law. Chris is also a Certified Financial Planner TM.
Chris lives in Solana Beach, California with his wife and three children.