The focus of Chris’s career has been to help folks find and implement their best Retirement Choices.
From Optimizing Income to Protecting Assets, his objective with clients is to help them understand the best choices to protect and grow their wealth. He is an avid educator of the retirement process, hosting many workshops and taking the time needed to educate his clients and show them better solutions.
With over 35 years of experience, Chris has helped hundreds of client’s place millions of dollars in solid performing retirement assets. Chris believes that now we have newer and better retirement solutions available today, than we have ever had before!
Specializing in growth with safety, Chris’s objective with every client, no matter the venue, has been to help them find a way to maximize income and protect their wealth. Starting in Insurance and Finance after graduating from CSUB in 1985, his career began as a full-service stockbroker in Bakersfield, California – moving on to become a top Retirement Advisor with Zions Bank and Merrill Lynch in Utah.
Chris has taught many retirement workshops over the years and now lives and works in Homosassa Springs, Florida.
LICENSES & ACCREDITATIONS
- Certified Financial Professional
- Insurance Representative
- Retirement Advisor- 35 years
AREAS OF EXPERTISE
- Retirement Income
- Asset & Risk Management
- Living Benefits/LTC protection
- Retirement Road Map
- Retirement Planning Education