Christian G. Felix
Founder and Managing General Partner
Alta Wealth Group
Christian G. Felix is the Founder and Managing General Partner of Alta Wealth Group, a leading company serving and empowering Latinos via their financial solutions and advice. He is responsible for developing and implementing field sales and talent acquisition strategies and positioning the company’s broad portfolio of financial solutions to the Latino Market. Christian aims to increase the awareness of the company’s financial services offerings within the Latino community and propel Alta Wealth Group’s goal of being the primary resource of financial advice to the Latino marketplace.
Christian experienced the lack of financial resources and advice available to Latino families personally as he witnessed his mom struggle obtaining financial advice. He has spent the last 14 years in the financial services working in private wealth management and small and middle market commercial banking in helping Latino families secure their financial future. Christian has been employed at multiple banks, First Republic Bank, WellsFargo Financial Services, and US Bank where he was a part of their regional and national Hispanic Initiatives programs. Prior to Alta Wealth Group, Christian formed 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, EscuelaTlatelolco, 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.
Meet the Team
Juan Carlos Galvan
Juan Carlos Galvan is a Managing General Partner with the Alta Wealth Group, a group focused on working with Latino families find their financial solutions. His responsibilities include increasing financial awareness in the community via education. His focus is to empower families so that they are able to take care of and protect those who matter most to them.
Juan Carlos began his financial services career over 13 years ago at TIAA. As a Financial Consultant, he worked with educational, governmental and healthcare institutions. While working in this segment, he met with hundreds of local clients who needed guidance with their retirement goals and objectives. He also worked as a Team Manager who led and developed a team of Spanish speaking representatives who assisted clients by telephone.
Juan Carlos received his Bachelor of Arts Degree in Business Administration from New Mexico Highlands University. As the first college graduate in his family, he understands the need to provide financial education his parents never received. During his free time, he is a volunteer with Junior Achievement and Habitat for Humanity.x