IT'S ABOUT YOU AND YOUR FUTURE.

 

SERVICES

We use a holistic approach to financial services. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive financial services company.

We do not offer proprietary products. We can choose from thousands of products in the financial service industry. The only caveat is that the products or services meet your needs and desires. 

You will have the ability to view your account statements, account values, holdings and transaction histories, in addition to any important documents such as wills, trusts, tax returns and statements, all in one place, via our specifically tailored Client Portal

HOW WE HELP

Estate Planning & Retirement

Investment Management

Structure Lifetime Retirement Income

Financial Planning & Wealth Management

Inheritance Guidance

Equitable Asset Division During Divorce

PROCESS

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Discover

We will analyze your personal balance sheet, retirement, family needs, investments, educational needs and estate plan to help you align where your are with where you want to be.

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Prioritize

Obtain a thorough understanding of your objectives by clarifying and prioritizing your financial goals and evaluating your investment attitude.

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Achieve

We'll show you how to get there by presenting a financial plan, implementing steps in order of your priorities, recommending appropriate services and planning periodic review.

 

INDEPENDENT FINANCIAL PROFESSIONAL

Hello, my name is Chris. Since you’re looking for a competent financial planner, however, and these websites are supposed to impress you, let me put it like this: I have been in the financial services business since 1993, helping individuals, pre-retirees, retirees and small business owners find the right answers to their financial planning questions.  I'm a Certified Financial Planner Practitioner, an Accredited Estate Planner, a Chartered Mutual Fund Counselor, and am Certified in Long-term Care.

You know what, though? A lot of people have letters after their name. What they don’t necessarily have, however, is understanding, empathy, sensitivity, and a sense of humor. That’s the difference between a good financial planner, and a great financial life planner.

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Christopher V. Kimball

MY HISTORY

As I mentioned in that last section, I’ve been in the financial services arena since 1993. Prior to that I was involved in advertising, sales, and since age four I’ve been playing drums (and man, are my arms tired…). It’s fascinating how all those seemingly unrelated pursuits coalesced into a unique foundation, giving me insights into a myriad of financial planning issues. For example, musicians aren’t known for making a lot of money--after playing professionally for a number of years, not only was I broke, but I was $20,000 in debt (and back in 1984 that was a lot of money!) So I know what it means to experience financial stress. I realized in what a dangerous position I had placed myself, so with the help of the financially-savvy pastor of the church I was attending I set up a payment regime. Within two years I was debt-free. So I also know what it means to overcome severe financial obstacles. Since that time my wife and I have worked hard and achieved a successful life for ourselves and our two sons. So I know the challenges of deciding the best places to invest and grow wealth.

After beginning my career with Prudential Financial, I accepted the position of Regional Director for Money Concepts Capital Corp. As of 2023, I remain independent but joined Fortitude Advisory Group's RIA, which has afforded me the opportunity to continue growing my practice, and in so doing, helping others to grow, too.

 

EDUCATION

  • 1977-79 - Centralia College, AA degree, education

  • 1989-91 - The University of Washington, BA degree, communications

  • 1998 - The College for Financial Planning, Chartered Mutual Fund Counselor designation

  • 2005 - The American College, Master of Financial Services

  • 2010 - Tacoma Covenant Bible Seminary, Master of Biblical Studies

  • 2011 - Tacoma Covenant Bible Seminary, Master of Divinity (counseling emphasis)

  • 2019 - Tacoma Covenant Bible Seminary, Doctor of Ministry Degree

ACHIEVEMENTS

This is the section of the website where I’m supposed to impress you with all my career achievements, so here goes: I have been a qualifying member of the Million Dollar Round Table every year since 1996 with seven Court of the Table and three Top of the Table honors. I have received considerable industry recognition; achieving Prudential Gold Level Financial Planner status, Presidents Hall of Honor, Prudential Masters Council, the Financial Planning Vanguard Award, several Presidents Citations, Associate of the Year, Investment Leader, Financial Planner of the year, the Distinguished Sales and Marketing Award, and Great American’s “Advantage Plus” award, among others. I have spoken to many industry and public groups over the years, written articles and been interviewed by Kiplinger’s Finance Magazine, Dow Jones Newswire and others.

While a member of the Tacoma #8 Rotary Club, one of the largest in the Country, I was awarded “Rotarian of the Year.” I am now a member and past president of The Rotary Club of Lakewood.

Perhaps my most significant achievement, though (outside of marrying my wife Vicki and raising my two sons) is that in 2003 I founded a Guinness Word Record-breaking charity event I called "Woodstick." Gathering the largest number of drummers simultaneously playing drum sets, it’s become an annual event spanning two continents and raising tens of thousands of dollars for charities in the United States and Canada.

LICENSES

  • FINRA Licenses Series 6 - Mutual Funds/ Variable Products

  • Series 7 - Full Registration/General Securities Representative

  • Series 6, 63 & 65 - Uniform Securities Agent State Law Examination

  • Variable Life & Variable Annuities licensed in the states of WA, OR, and AK.

INTEREST & ACTIVITIES

I’ve been married to my wife, Vicki, since 1987. We have two fantastic sons and daughers-in-law, and two marginally-fantastic miniature dachshunds. I enjoy music (including playing drums in Jazz and Rock bands as well at the church we attend), motorcycles, woodworking, classic sports cars, high-end audio equipment, tennis, and radio-controlled boats.

Get in Touch
 

FUN LINKS

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I'm also a drummer

I'm also a drummer

I'm also a drummer
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CONTACT ME

5920 100th Street SW, Building #7

Lakewood, WA 98499

phone: 253-722-7526

fax: 253-722-7528

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