portrait of Chris C Hazelip
FINANCIAL ADVISOR
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About Chris

Financial advisor serving goal-minded investors…

HOW WE WORK TOGETHER:
My pursuit is to help people make smart decisions with their money. We begin by understanding what’s important to you, then create personalized strategies to achieve your goals, all the while partnering throughout life to monitor progress.

GETTING VALUE:
This may involve creating and growing wealth, protecting and preserving that wealth, turning it into lifetime income during retirement, at some point passing it on as an estate at death, and doing all this as tax efficiently as possible. Coordinating with your CPA, attorney or other key professionals can be part of the process. Value comes...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • New Investors

Work History

  • Edward JonesMay 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CLU®

    Chartered Life Underwriter®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Stephen F Austin State UnivMaster of Business Admin
  • Stephen F Austin State UnivBachelor of Business Admin

Personal Interests

  • Traveling
  • Sailing
  • Mountain Biking
  • Outdoor Enthusiast
  • Music

Team Members

  • Sydney Webb
    Branch Office Administrator

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