CHRIS MCCLURE - LINCOLN FINANCIAL ADVISORS
"I assist my clients through the financial and estate planning process, thus giving them the opportunity to make smart decisions which help them grow, protect and preserve their estate and businesses.”
His practice specializes in:
- Business Owner Planning
- Estate Planning
- Retirement planning and income distribution
- Investment planning
- Risk Management/Insurance Strategies
- Long Term Care planning
- Tax Reduction Strategies
Chris graduated with honors in Financial Management and a minor in Economics from St. Mary’s College in Moraga, CA. He was recently invited back to his alma mater to teach courses on financial planning. Chris attained the Certified Retirement Planning Counselor professional designation from the College for Financial Planning in Greenwood Village, CO.
Sharing his expertise, Chris has conducted various financial planning and employee stock option strategy workshops for employees of local and large Fortune 500 companies.
With a successful track record, Chris was given leadership responsibilities in 2001 and was named Senior Vice President for the San Ramon office in charge of planner development and recruiting. In 2004, he was further promoted and relocated to Portland, OR, to take on the Managing Principal position for Lincoln Financial Advisors offices in Oregon, Washington and Alaska. In 2006, Chris earned the promotion to Managing Director of the Pacific Regional Planning Group and returned to San Ramon, CA. In this position, he helped coach financial planners in Northern California, Oregon, Washington and Alaska until 2012. Chris now focuses 100% of his time on his clients.
Chris also commits his time to the Leukemia/Lymphoma Society. Inspired by the loss of two special people in his life, he successfully raised over $35,000 in charitable donations during a six week period and was named the Leukemia/ Lymphoma Society Man of the Year in 2001. Chris lives with his wife Colleen, an oncology nurse, and sons Phillip, Todd and Matthew in Danville, CA.
Chris McClure is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
CA Insurance License # 0B40863
Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.
WA Insurance License #229998
Insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies.