(800) 689-4851
Locate a Speaker
Chris Folgmann
16728 NE 138th Court
Woodinville, WA 98072
Other States Served: MI, CA
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.

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.

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