Bridge Pointe Financial Group
801 S Ham Ln, Suite H
Lodi, CA 95242
United States
Phone: 209-367-8700
Email: christopher.j.olsen@ampf.com
Website: BridgePointeFinancialGroup.com
Training: Registered Life Planner® more info
Community Participation:
• Board Member and past President for 3 years of GotKids, a foundation supporting Lodi Unified Schools
• 25-year member of the Lodi Tokay Rotary Club
• 30-year member of the Financial Planning Association, serving as Past President of my local chapter for 4 years
• Through the Lodi News Sentinel, I write a monthly finance column called Money Talk
• 25-year Member of the Stockton Estate Planning Council, currently serving as Continuing Education Chairman
• Through The Record, I authored the Extreme Money Makeovers for 15 years, organized the FPA call-ins and have been interviewed frequently.
Media:
I have been quoted in national media including Money Magazine, The Wall Street Journal, Financial Advisor, USA Today, MorningstarAdvisor.com, horsesmouth.com, financial-planning.com and The Journal of Financial Planning.
•Retirement Planning Strategies
•Estate Planning Strategies
•Charitable Giving
•Family Finances
•Saving for Education
•Small Business
About My Practice
Bridge Pointe Financial Group
My Approach:
I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask the right questions and listen closely to your answers. That way, you can feel confident that the advice I provide reflects your personal dreams and goals.
About Christopher Olsen
Education:
•B.S. Business Administration, California State University, Sacramento, 1984
Professional Associations:
•Million Dollar Round Table, Top of the Table
•Stockton Estate Planning Council
•Financial Planning Association
Interests:
• Spending time with my wife and 2 children
• Snow skiing and vacations in Lake Tahoe and Hawaii with the family
• My family and I are very involved in the Methodist Church
• Philanthropy - I believe in giving back to the community
Qualifications
34 Years of Experience
• CFP® CERTIFIED FINANCIAL PLANNER™ practitioner since 1990
• Member, Financial Planning Association
• RICP®
Compensation
Commission and Fee