Chris Abrams is a fiduciary financial advisor dedicated to helping clients navigate the complexities of retirement planning with integrity, transparency, and a client-first approach. As a fiduciary, he prioritizes his clients' best interests, ensuring they receive unbiased, strategic financial guidance to build a secure and fulfilling retirement.
With a Series 65 license and insurance licenses across 50 states and Washington, D.C., Chris brings extensive expertise in investment management, holistic financial planning, and risk mitigation. He is also a graduate of the Circle of Wealth (COW) Master Mentor program, utilizing its advanced financial strategies and software to help clients maximize retirement income, reduce inefficiencies, and optimize financial outcomes.
Since founding Abrams Insurance Solutions in 2009, Chris has built a firm trusted by clients nationwide. Under his leadership, the firm has earned an A+ rating from the Better Business Bureau, reflecting its commitment to excellence, ethical standards, and superior client service.
How Chris Helps Clients:
- Protection: Identifies best-in-class financial products to safeguard clients’ wealth and legacy.
- Growth: Implements strategies to maximize wealth accumulation while minimizing risk, taxes, and fees.
- Income: Transforms savings intoprotected lifetime income, ensuring financial security throughout retirement.
Originally from Michigan, Chris earned his B.B.A. in Finance from Florida Atlantic University. Now based in San Diego, California, he enjoys an active outdoor lifestyle, including hiking, biking, cooking, and traveling. A devoted husband and father, Chris values quality time with family and friends. He is also passionate about philanthropy, actively supporting charities in San Diego and beyond, particularly those focused on children’s welfare and poverty alleviation.
15 Minute Zoom Meeting with Chris Abrams
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Robert Brayer
Research Attorney
Xing Yang
Entrepreneur in Health Care Industry
Michael Martin
Partner and Director of Investments
His work ethic, commitment, attention to detail, and strategic thinking provided a boost on all fronts to get the job done. Clients were grateful to have a competent, warm, and genuine go-to guy when any issues arose. Great with people on any level and hard working.
David Morrison
Chief Development Officer