Professional Summary
Chris Lawson, a well-known financial educator and private wealth advisor in Westlake Village, teaches retirement classes that have been widely attended by retirees from Boeing, Amgen, TRW, and Disney.
He has developed a specialty in working with retirees, and those about to retire, who want to protect their principal and ensure their money lasts.
In his seminars, Chris explains how he has counseled hundreds of investors to avoid the common mistakes made by most retirees.
Over the last 14 years, Chris has helped people understand their investments; how to cut their taxes by as much as 50 percent; how to avoid taxes on social security income; how to reduce or eliminate estate taxes; and how to protect their assets. Clients who have used his advice include: retired executives, teachers, physicians, and business owners approaching retirement.
Chris is the author of numerous articles in print, and on the internet, about retirement investing and holds the Chartered Retirement Planning Counselor® designation from the College for Financial Planning. He is involved with many organizations including the Financial Planning Association, the Society of Financial Service Professionals, the American Association of Individual Investors and is a founding member of BIO networking group.
When he is not helping his clients to plan for and maintain a comfortable and secure retirement, Chris can be found hiking in the Santa Monica Mountains.
He has developed a specialty in working with retirees, and those about to retire, who want to protect their principal and ensure their money lasts.
In his seminars, Chris explains how he has counseled hundreds of investors to avoid the common mistakes made by most retirees.
Over the last 14 years, Chris has helped people understand their investments; how to cut their taxes by as much as 50 percent; how to avoid taxes on social security income; how to reduce or eliminate estate taxes; and how to protect their assets. Clients who have used his advice include: retired executives, teachers, physicians, and business owners approaching retirement.
Chris is the author of numerous articles in print, and on the internet, about retirement investing and holds the Chartered Retirement Planning Counselor® designation from the College for Financial Planning. He is involved with many organizations including the Financial Planning Association, the Society of Financial Service Professionals, the American Association of Individual Investors and is a founding member of BIO networking group.
When he is not helping his clients to plan for and maintain a comfortable and secure retirement, Chris can be found hiking in the Santa Monica Mountains.
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