• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Southwest Wealth Strategies

Southwest Wealth Strategies

Enjoy your wealth without the worry

  • Home
  • About Us
    • Our Focus
    • Our Professionals
    • Our Philanthropy
    • In the Media
    • Photo Gallery
    • Consumer Protection
  • News & Research
    • LPL Commentaries
  • Contact Us
    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
  • Login/Register

Chris Lanier

Director of Business Strategies, Senior Partner

  • 480-397-7555
  • 480-397-7560
  • Chris@SouthwestWealthStrategies.com

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

 

Check the background of this financial professional on FINRA’s BrokerCheck

 

Let’s talk about your needs

Get in touch with us and schedule a time to go through your goals.

Reach Out Now

Footer

Social

See what we're up to by following along on social media.

  • LinkedIn

Contact

Southwest Wealth Strategies
6720 North Scottsdale Road
Suite 390
Scottsdale AZ 85253 USA
Get directions
480-397-7550
Contact

Navigation

  • Home
  • About Us
    • Our Focus
    • Our Professionals
    • Our Philanthropy
    • In the Media
    • Photo Gallery
    • Consumer Protection
  • News & Research
    • LPL Commentaries
  • Contact Us
    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
  • Login/Register

Newsletter

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.


Southwest Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.


PPG-135150 (Rev. 7/20) (Exp. 7/24)


Copyright © 2023 · equitable.com · Privacy Policy · Log in