About Us
Since 2002, Christopher Rawson, CFP® professional has developed custom strategies for clients to reach their individual financial goals. This process begins with getting to know each client personally. Your vision for your financial future is important and this vision evolves over time. The advantage to working with a CERTIFIED FINANCIAL PLANNER™ professional is the fiduciary standard that puts your preferences at the forefront of our recommendations.
Baby boomers (born between 1946 and 1964) engage his services as they are typically in their peak earning years, getting ready for retirement and making the transition to financial independence. Retirees also engage Christopher’s services to create retirement income, and upon request leave a legacy.
“Regardless of age, I’m told clients value my expertise because the financial planning process tends to give them more confidence about their financial futures.” “Trust is the lynch pin for a healthy client/advisor relationship and I work hard to demonstrate this virtue with each interaction.”
Chris, his wife Dorothy and their twins are actively involved in The Woodlands Community. He also enjoys skiing, baseball, cooking and music. Chris earned his bachelor’s degree in economics from the University of Wisconsin, a concentration that has added tremendous value to his work as a personal financial planner. Chris holds a series 7, 66 and Group 1 license in the states of Texas, California, Georgia, Florida and Arizona.
Titleist Asset Management
Titleist Asset Management was established in 2003 as a Broker Dealer and Registered Investment Advisor. Dual registration enables independent advisors the ability to serve their clients in every capacity. Our platform gives advisors access to top-tier clearing and custody, industry leading technology and access to a team of investment professionals that specialize in securities analysis, financial planning and portfolio management. Our business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client. Our clientele includes institutions, retail, charities, trusts, foundations, partnerships and corporations.
Titleist Asset Management is registered with the SEC, FINRA, NFA, CFTC, MSRB, Texas Department of Insurance and a member of SIPC.