Christopher (Chris) Lanier began his career within the financial services industry in 2008. He is registered with FINRA, having passed the Series 7 and Series 66 exams. He also conducts business in several states.
Chris’ practice is devoted to assisting individuals and their families with strategies for retirement planning, income distribution planning, investment services, and risk management. He develops customized plans for each of his clients through one-on-one meetings, and designs programs to meet the unique challenges they face.
Chris also serves as the Director of Business Strategies and is a founding partner of Southwest Wealth Strategies. Chris works closely with other members of the firm, providing case design and support. In addition, Chris is responsible for ongoing customer service support and client assistance with respect to their personal eMoney financial programs.
Christopher is a graduate of Northern Arizona University with a Bachelors degree in Business Administration – Finance. He currently resides in Phoenix, Arizona with his wife Candace, daughters Scarlett and Lucy, and his dog Imogen. Christopher enjoys spending time with family and friends in his free time. He is also an avid sports enthusiast, and you can find him on the playing field or watching his favorite teams.
California Insurance License #: 0H22441