California
LICENSES & ACCREDITATIONS
Retirement Income Specialist, Life, Accident & Health Licensed, Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
Retirement Income Planning, Asset Maximization, Wealth Protection, Annuity Specialist
Meet with Chris Abrams To
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Mission: Helping You Retire and Stay Retired with Confidence
Meet Chris Abrams:
Chris is a dedicated fiduciary financial advisor committed to guiding clients through the complexities of retirement planning with integrity and transparency. As a fiduciary, Chris ensures that his clients’ interests come first and are always the highest priority. With a Series 65 license and insurance licenses across 49 states and D.C., Chris brings a wealth of expertise to the table. He leads Abrams Insurance Solutions, an A+ rated firm by the Better Business Bureau, trusted by clients nationwide.
What Chris Can Do for You:
Retirement Planning:
Chris helps you build a solid retirement plan that lets you retire comfortably and stay retired. His goal is to give you the confidence to enjoy your retirement without worrying about outliving your money.
Income Strategy:
Chris designs income plans that maximize your retirement income, reduce taxes and fees, and protect against market risks, giving you peace of mind.
Financial Organization:
Chris will help you get your financial house in order, making it easier to navigate your financial future with clarity and confidence.
Risk Management:
Chris balances growth and protection to safeguard your retirement savings while still allowing your wealth to grow.
Tax Efficiency:
Chris is focused on strategies that help you keep more of your money by minimizing taxes, ensuring that you get to enjoy your money instead of giving it to Uncle Sam.
Legacy Planning:
Chris works with you to create a legacy plan that protects and preserves your wealth for your loved ones and the causes you care about.
Insurance Solutions:
Chris helps you find the best insurance solutions at the lowest cost. Whether it’s life, disability, or long-term care insurance, he ensures you’re protected without overpaying, providing peace of mind for you and your family.
Chris’s Approach:
Chris believes in challenging the status quo of the financial industry. He empowers his clients to take control of their finances, helping them avoid common pitfalls and make informed decisions. Currently completing the Circle of Wealth Mentor program, Chris is always learning and applying the latest strategies to benefit his clients.
A Bit About Chris:
Chris was raised in Michigan and is a devoted husband and father.. He graduated from Florida Atlantic University with a B.B.A. in Finance and resides in San Diego, California. He’s an outdoor enthusiast who enjoys hiking, biking, cooking, traveling, and spending quality time with his family and friends. Chris is also passionate about giving back, supporting charities in San Diego and beyond, particularly those focused on helping children and fighting poverty.
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