Christopher Lawes, CFP®, AIF®, CLU®

Christopher Lawes, CFP®, AIF®, CLU®

Investment Advisor Representative

Chris has been in the Financial Services business since 2003. He is a dually registered Investment Advisor Representative with expertise in Employer Sponsored Retirement Plans, Personal Wealth Management and Financial Planning. 

Chris has focused his practice on consulting Small Businesses regarding their Retirement Plans.  Client service is a key piece to his business model.  A constant focus on service, along with his extensive industry expertise, has provided an enormous amount of value to both the businesses he works with and their employees. He is always willing to make time for his clients when they need him most.  It is because of these tight relationships with clients that he has been able to also build a practice in Personal Wealth Management and Financial Planning.  His process driven nature and client first attitude is very evident when speaking with his clients.

He is a very strong believer in the importance of continuous learning.  Because of this belief Chris holds a diverse array of advanced financial services designation.

Credentials and Professional Designations:

CFP® - Certified Financial Planner Professional: A designation issued by an independent board for financial planning.  The CFP is widely considered to be a very prestigious and important designation in the industry for advisors who offer comprehensive financial planning advice and services.

AIF® – Accredited Investment Fiduciary - A designation offered through FI360 in association with Centre for Fiduciary Excellence (CEFEX) that focuses on applying fiduciary standards and prudent practices to the investment management process.   Also applies to the management of qualified plans (401k plans etc).

CLU - Chartered Life Underwriter - An advanced designation offered through the “American College” that concentrates on insurance analysis and estate planning.

Education

University of Vermont BS, Finance and Marketing 

Licenses

Series 7, 66

Phone (651) 379-7912
Fax (651) 379-7801