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Christopher Olsen, Private Wealth Advisor serving the Lodi, CA area - Ameriprise Advisors

Christopher Olsen

Private Wealth Advisor

Bridge Pointe Financial Group
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Small Business

Education

  • B.S. Business Administration, California State University, Sacramento, 1984

Awards & recognition

  • Bridge Pointe Financial Group, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Hall of Fame, 2015
  • Ameriprise Circle of Success, 2005-2017
  • Ameriprise Diamond Ring Club, 2004

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc., Lodi, CA, 1986-2015
  • Financial Advisor, Self-Employed, Stockton,CA, 1984-1986

Community participation

  • Founding Member and former President (for 3 years) of GotKids, a foundation supporting Lodi Unified Schools
  • 31-year member of the Lodi Tokay Rotary
  • Past member of the Financial Planning Association
  • Through the Lodi News Sentinel, I wrote a monthly finance column called "Money Talk"
  • Past Member of the Stockton Estate Planning Council
  • Through The Record, I authored the Extreme Money Makeovers for 25 years, organized the FPA call-ins and have been interviewed frequently.

Interests

  • Spending time with my wife and 2 children
  • Snow skiing and vacations in Lake Tahoe and Hawaii with the family
  • My family and I are very involved in the Methodist Church
  • Philanthropy - I believe in giving back to the community