Christopher J Olsen

An Ameriprise Platinum Financial Services® Practice
Christopher J Olsen
CFP®
Senior Financial Advisor
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(209) 367-8700
431 S Ham Ln
Ste A
Lodi, CA 95242


christopher.j.olsen@ampf.com

Contact Information


(209) 367-8700
431 S Ham Ln
Ste A
Lodi, CA 95242

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OLSEN AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/christopher.j.olsen

My Philosophy

I've been helping people reach their goals for 25 years.

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.

Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Bachelor of Science Degree

Professional Associations


Interests

  • Spending time with my wonderful wife and delightful children
  • I enjoy skiing and vacations in Lake Tahoe with the family
  • My family and I are very involved in the Methodist Church

Community Participation

*Member Lodi Tokay Rotary for 17 years, 10 years as Treasurer. Community Services Director* President of FPA of San Joaquin Valley for 4 years, currently Chariman of the Board* Campaign committee at Lodi First United Methodist Church* Money Makeover's, FPA call-in's and interviews in The Record*

FPA of San Joaquin Valley
The Record - Money Makeover - Cathy Thomas
Lodi Tokay Rotary

License information

I am licensed and registered to conduct business in CA.

Based on licenses and registrations I hold, I may also conduct certain business in IA, IN, NV, TX, MN, CO

CA Insurance #0713697

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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AREAS OF FOCUS
  • Asset Allocation
  • General Financial Planning
  • Income Tax Planning Strategies
  • Investment Advice
  • Small Business
  • Family Planning/Family Changes
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

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My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.