About My Practice
I have been helping people plan for their goals for 27 years.
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 flow, investments, protection, estate planning 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.
My focus on financial planning is more akin to life planning, a special dimension of the financial planning relationship, in which the advisor helps you to evoke your most heart-felt aspirations, values and dreams for your life - and then strategizes with you to develop the financial plan that will support you financially in living the life you most want to live.
Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.
Christopher J Olsen, CFP®, Franchise Owner, is a fee based CERTIFIED FINANCIAL PLANNERTM practitioner with Olsen and Associates, a financial advisory practice of Ameriprise Financial Services, Inc. in Lodi. I earned a B.S. in Management from California State University, Sacramento in 1984 and have been practicing financial planning ever since. I have 25 years of experience with Ameriprise Financial.
I have been a member of the Lodi Tokay Rotary Club for 20 years and have served on the Board of Directors for 18 of those years. I was the President of FPA of San Joaquin Valley for 4 years and currently hold the position of Public Relations Director. I am a member of the Campaign Committee at Lodi First United Methodist Church.
I have been quoted in national media including The Wall Street Journal, Financial Advisor, USA Today, MorningstarAdvisor.com, housesmouth.com, financial-planning.com and The Journal of Financial Planning.
I have written feature articles for The Record and The Central Valley Business Journal. I have been featured for over 15 years in The Record with the Money Makeover series.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: CA, TX, IA, CO, MN, Health/disability insurance: CA, TX, IA, CO, MN, Fixed annuities: CA, TX, IA, CO, MN, Variable annuities: CA, TX, IA, CO, MN
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Registered Life Planner
Ameriprise Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.