Christopher J. Olsen,  CFP<sup>&reg;</sup> - Financial Advisor

Christopher J. Olsen, CFP®

RICP®

Private Wealth Advisor

Bridge Pointe Financial Group

801 S Ham Ln, Suite H
Lodi, CA 95242
FINANCIAL ADVISOR'S WEBSITE
(209) 367-8700 CONNECT WITH Christopher
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General

Christopher Olsen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bridge Pointe Financial Group in Lodi, CA and the surrounding communities.

Financial Advisor Overview

My Approach:
I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask the right questions and listen closely to your answers. That way, you can feel confident that the advice I provide reflects your personal dreams and goals.

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Financial Advisor Experience

 34 Years
 
Areas of Focus:
•Retirement Planning Strategies
•Estate Planning Strategies
•Charitable Giving
•Family Finances
•Saving for Education
•Small Business

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Private Wealth Advisor

Insurance Licenses

  • Life insurance: CA, AZ, MI, CO, WA, IL, NE, VA, OK, NY, IA, UT, MN, SC, AL, SD, NV, MD, HI, ND, OR, IN, TX
  • Fixed annuities: CA, AZ, MI, CO, WA, IL, NE, VA, OK, NY, IA, UT, MN, SC, AL, SD, NV, MD, HI, ND, OR, IN, TX
  • Variable annuities: CA, AZ, MI, CO, WA, IL, NE, VA, OK, NY, IA, UT, MN, SC, AL, SD, NV, MD, HI, ND, OR, IN, TX

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources