ABOUT US
Chris Sarlo
I knew from a young age that I wanted to work with numbers. I took finance and economics while attending university and I started my career in financial services by working at a small credit union while still in school. In 1998, I graduated from McMaster University in Canada with a Bachelor of Commerce with an Economics minor and immediately began working for one of the national banks there.
My passion for finance resulted in quickly moving up the ranks within the bank and I took the necessary courses to become accredited as a Financial Advisor by the age of 24. It was definitely challenging convincing clients to trust their life savings with a kid, but my focus, service and growing knowledge allowed me to build one of the most successful practices within the bank.
When I speak with people about why I started Life Science Wealth and why I have a passion for helping professionals in this field, the answer is simple. My father Albert is my mentor and idol, and I almost lost him at a young age due to cardiac issues. He is still with us today due to the work and advancements made by professionals within the life sciences. My talents lie in wealth management, not sciences, and I find it extremely motivating and satisfying to take the weight of financial decisions off industry professionals so that they can do what they do best and concentrate of scientific advancement. In doing so, I feel that I am doing my small part in helping make sure that someone else's mentor and loved ones will continue to be with them for years to come.
Cell: (410) 279-4410
csarlo@lifesciencewealth.com
Jason Rupp
After over 20 years managing non-profits in the life science sector, I made a career shift to become a fully accredited Wealth Consultant with Life Science Wealth.
In the fall of 2023, while at Georgia Bio, I met Chris Sarlo to talk about how his firm could help life science companies. Our chat left a strong impression on me. Chris' enthusiasm for the industry, especially for small and mid-sized companies, was contagious. With my background of seven years working closely with startups, I found it particularly appealing. I reached out to Chris afterward, expressing my interest in working together. Our discussions were fruitful, and he became my family’s wealth consultant and encouraged me to consider a career in wealth.
I was hesitant since I hadn't worked in finance since leaving the aviation industry 21 years ago, but I decided to study for the first of three exams required for certification. I dedicated over four hours a day to studying, even on weekends, and surprisingly, I enjoyed every minute of it. This experience brought me clarity. To make for a smoother transition into my new career, we have relocated back to the DC area, but my path forward is clear.
I'm thrilled about the opportunity to work in a field I'm passionate about—finance (long story why I didn’t pursue this in business school)—while showing others the roadmap to achieve their financial goals.
Cell: (202) 438 4960