CAPITAL FINANCIAL PLANNING GROUP

 Profile of Bill Christian, J.D., CFP

HOME

Background

Founded Capital Financial Planning Group in 1996 after a lengthy career as corporate legal counsel.

Focus 

Planning and investing for retirement is our main focus.   Building and protecting your nest egg is achieved always by diversification and by selecting only the best and most experienced companies for: individual stocks, mutual funds, REIT’s (real estate), annuities, insurance, energy or other investments.

Designations
J.D., CFP

Teaching
Adjunct Professor, Financial Planning
University of Houston 2006-2008

Honors
Five-Star Wealth Manager,
Texas Monthly, Septembers 2009, 2010 and 2011

Licenses
Securities: Series 7, 63, 65, 79
Insurance & Annuities: TX, FL, IL

Memberships
Financial Planning Association (FPA)
Houston FPA Chapter
State Bar of Texas

Education
The University of North Carolina (Chapel Hill), B.A. English
The University of Virginia Law School, J.D.
Tulane School of Law, L.L.B.

William Christian is a Registered Representative of IMS Securities, Inc.(IMS), Member FINRA/SIPC and an Investment Advisor Representative of IMS Financial Advisors, Inc.(IMSFA), a Registered Investment Advisor located 10205 Westheimer Rd., Suite 500, Houston, TX 77042 (713) 266-2993. All information herein has been prepared solely for informational purposes, and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. William Christian, Capital Financial Planning Group, IMS, and IMSFA do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein, and take no responsibility. All such information is provided solely for convenience purposes only. William Christian, Capital Financial Planning Group, IMS, and IMSFA do not endorse, control, or receive compensation from any of the third party advertisers within this website. William Christian, Capital Financial Planning Group, IMS, and IMSFA are not affiliated with any of the firms or entities listed unless specifically stated.