Christopher Rand, CFP
Christopher Rand MSFS, CFP®, AEP, CLU®

Financial Planner
Investment Specialist
Registered Representative
CA Insurance License # 0B84066

With over fifteen years of experience in the financial services industry, Chris has proven himself as a professional who cares about the best interests of his clients. His colleagues respect him as highly qualified in tailoring plans for his clients with accuracy and precision. Chris prides himself on the meticulous care and attention he gives every client.

 

Chris’ client base consists predominantly of high-income-tax-bracket professionals, executives, retirees, and business owners in various industries. He has experience in the following areas:

  • Comprehensive Financial Planning*
  • Tax Advantaged Investment Planning
  • Insurance
  • Tax Conscious Strategies
  • Fee-Based Asset Management Accounts*
  • Benefits Plans for Business Owners & Employees
  • Estate Planning

Chris is a CERTIFIED FINANCIAL PLANNER™ certificant from the Certified Financial Planning Board of Standards. He also holds the designations of Accredited Estate Planner (AEP), and Chartered Life Underwriter (CLU®). He holds a Bachelor of Science Degree in Business Finance from San Diego State University, and a Masters of Science Degree in Financial Services (MSFS) from the American College. Over the past few years, Chris’ media exposure has increased significantly: He has been interviewed on National Public Radio, Local 8 News, Local 9 News, the San Diego Union Tribune Business Section, and The National Underwriter; has placed articles in various publications; and co-hosted a weekly radio show on 1170 AM KCBQ for seven years. During his years of experience he has been a featured seminar speaker and is a member of the Better Business Bureau Speakers Bureau. Chris has represented the financial planning profession for many years on the board of directors for the San Diego Chapter of the Financial Planning Association and currently is a National FPA Board Member. As a National board member he is a liaison to the following committees: Professional Issues, Major Firms and Consumer Advisory Group.

San Diego natives, Chris, his wife Karen and two daughters Addisyn & Piper live in Fletcher Hills.

      Please view below an interview with Chris Rand on KUSI News in a segement called                "Top 5 Financial Planning Tips for 2012" that aired January 17th, 2012: 

                

Neither New England Financial nor its representatives or agents are permitted to give legal or tax advice. Any discussion of taxes included in or related to this interview is for general informational purposes only. Such discussion does not purport to be complete or to cover every situation.

 

I am licensed and registered to offer products and services in [CA, KY, MI, OR]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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