Christopher K. Lutzel
Financial Advisor
Member Status: Current
Member Since: 09-Jan-2011
Business Name: Rock Bridge Financial, LLC
Business Type: Financial
Business License:
Professional License: Series 7, 63, 65 Life and Health
Contact: (480) 219-8712
Business Address:
5020 E Shea Boulevard, Suite 100
Scottsdale, AZ 85254
Overview
Christopher K. Lutzel has worked in the financial industry for over 20 years starting as a life insurance agent in 1990, becoming a state representative for a large insurance company. Since 1994 he has been affiliated with several broker dealers assisting clients with financial planning needs that face many Americans. This includes retirement planning, asset preservation, tax reduction, and insurance. He is affiliated with Rock Bridge Financial, LLC. Chris was born in New York residing in Arizona for the last 28 years. He has been married for 18 years to his wife Michele. They have 2 daughters.
Education
Chris attended the University of Arizona in Tucson from 1984-1987. He holds his Series 7, 63, 65 licenses for investments, as well as his Arizona Life license, and California Life, and Health licenses.
Chris is in good standing on all continuing education requirements to maintain these licenses.
Associations
Chris is a Local Volunteer Veterans Advocate with U.S.Senior Vets- a 501 (c) 3 non profit organization whose primary function is to educate Veterans, and their Surviving Spouses in obtaining Aid Attendance And Housebound Pension Benefits.
Chris is also a volunteer member of several non profit organizations benefiting wildlife, and wildlife habitat improvement.
References
Due to Chris' belief in privacy, references with phone numbers will be given upon request only, and with permission from his clients. All conversations are held in strict confidence.
Overview
Overview
Consumer Resources
- Get several referrals from people you know and respect.
- Verify the firm’s identity, address, and web site ownership.
- Look for firms that adopt industry best practices.
- See what “the crowd” says about the firm’s performance.
- Ask to see a sample of the company’s work product.
- If the above steps leave doubt, check with government agencies and purchase a background check.
"Do your “due diligence” before you buy. A little sleuthing up front can prevent big problems later."
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