William G. Christian, CFP<sup>&reg;</sup> - Financial Advisor

William G. Christian, CFP®

J.D., .

Capital Financial Planning Group

975 Corbindale Rd, Ste 109
Houston, TX 77024-2810
(713) 932-1955

General

William Christian is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Financial Planning Group in Houston, TX and the surrounding communities.

Financial Advisor Overview

Our goal is to preserve wealth while building portfolio value and income and monitoring retirement plan.

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Financial Advisor Experience

Worked as corporate lawyer for 30 years.  Financial planner since 1993.  Experienced in investment management, financial plans and retirement planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities Offered Through Calton and Associates, Inc. Member FINRA/SIPC
Corporate Headquarters: 2701 N Rocky Pointe Dr., Ste 1000, Tampa, FL 33607 (813) 264-0440
Advisory Services Offered Through IMS Financial Advisors, Inc.
Corporate Headquarters: 10205 Westheimer, Suite 500,
Houston, TX  77042 (713) 266-2993 

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Disaster Recovery, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources