Chris Lewis

    Focus: Insurance Strategies, Retirement Income Planning, Business Owners, Business Succession Planning, Risk Management Strategies

    Languages: English

    When working with clients, our process is focused on the creation of value. We accomplish this for our clients by helping them become better organized, educated, and prepared to realize their intentions and maximize opportunities.

    What this means is my team and I are able to turn people's complex financial situations into simple solutions

    The benefit is they feel secure knowing they have a dedicated team focused on solutions that have been stress tested and designed to succeed under any economic condition.

    See Chris’s Licenses and Disclosures

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    Silicon Valley Satellite Office - Nhan Nguyen

    Satellite Office

    2150 N. First Street Suite 500
    San Jose, CA 95131