Chris Rawson, CFP®, CExP
Founder
Since 2002, as an independent financial planner, Christopher Rawson 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 comes with the designation.
Baby boomers 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 lynchpin 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 running, golf, skiing, baseball, cooking and theater. 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, Washington and Arizona.