Chris Lindsay
Wealth Management, Investment Advisor, and Insurance in California
As an Investment Advisor Representative for CBL Wealth Management, a Registered Investment Advisory Firm I formed in 2017, I provide fiduciary investment advice and financial planning for a variety of businesses, non-profits and families. My focus is on helping high net-worth investors, foundations or legacy funds and mid-sized 401(k) plans identify and manage risk. Helping my clients achieve their long term financial goals with as little risk as possible is my main objective.
I specialize in providing section 3(21) fiduciary services for 401(k) plans. My services include: Fund selection and monitoring as well as individualized advice for plan participants. I believe that plan sponsors and their employees deserve to have a fund line up whose expenses and fees are transparent and low cost. I also believe the fund line up should include investment options that are reflective of today's opportunities and diverse enough to meet the needs of all participants.
Whether on the job as an investment advisor or while sitting on a board of directors for my favorite non-profit, i take my role as a fiduciary VERY seriously.