(800) 689-4851
Locate a Speaker
Chris Folgmann
16728 NE 138th Court
Woodinville, WA 98072
Other States Served: MI, CA
Profession:
Financial, Insurance, Tax, Other
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, Estate Planning, Exploring Your Options for a Quality Retirement, Investment Concerns in a Fragile Market, Life Insurance and You, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers
About Me:
I have been helping clients for over 23 years. My clients have done a great job preparing for the next stage in life, retirement. The challenge is how to best access the dollars throughout retirement. By having a boutique firm, I can provide more personalized time to each and everyone of my clients. Let's talk and see if taking the next step can help you. My number is 800-877-2474.

Happily married to Cheryl, and our blended family of 5 children, and 2 adorable Boston Terrier dogs! Hobbies are boating, skiing, and working out.
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

Download the Information Packet to learn more about SOFA >>>