Chris McClure- Lincoln Financial Advisors

Chris McClure- Lincoln Financial Advisors Chris McClure joined Lincoln Financial Advisors in San Ramon in 1994 as a financial planner working with successful families and business owners.

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 estates and businesses. Working with successful families, he shows special understanding in the areas of retirement planning, investment planning, and estate planning. Chris also works with medical professionals, including

physicians and those working in specialty medical practices. He splits his time between his clients in Oregon and Washington and his clients in Northern California. 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. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor.

We'll say it as simply as we can...
08/30/2021

We'll say it as simply as we can...

Would you rather...?Tag your travel buddy!
08/24/2021

Would you rather...?

Tag your travel buddy!

You wouldn't skydive without a parachute, so why would you retire without a plan?
08/20/2021

You wouldn't skydive without a parachute, so why would you retire without a plan?

Let's break it down for you:• Abundance = You have more than you need and can share.• Freedom = You have the flexibilit...
08/18/2021

Let's break it down for you:

• Abundance = You have more than you need and can share.

• Freedom = You have the flexibility to do what you want.

• Strategy = You have money working for you.

• Security = You can weather a financial emergency.

• Stability = You can pay your bills.

Our goal is to 'steer' you towards financial success.
08/16/2021

Our goal is to 'steer' you towards financial success.

Market corrections are inevitable. Together, we can develop a solid plan you can stick to through all of the changes.
08/12/2021

Market corrections are inevitable. Together, we can develop a solid plan you can stick to through all of the changes.

Many of us were taught not to talk about money, but it's an important part of taking control of your financial future.
08/09/2021

Many of us were taught not to talk about money, but it's an important part of taking control of your financial future.

For all of you who are retiring this year... Let the relaxation begin!
08/02/2021

For all of you who are retiring this year... Let the relaxation begin!

"You've got a friend in me." 🎵 Tag a friend in the comments and share how much they mean to you!
07/30/2021

"You've got a friend in me." 🎵

Tag a friend in the comments and share how much they mean to you!

Will you accept the call?
07/28/2021

Will you accept the call?

Long-term investing is all about focusing on your financial goals and ignoring the distractions of the media.
07/23/2021

Long-term investing is all about focusing on your financial goals and ignoring the distractions of the media.

Address

3000 Executive Parkway, Suite 400
San Ramon, CA
94583

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