Christopher J. Maurer J.D., CFP®, CLU®
Mr. Maurer has over 25 years of experience creating customized retirement plans for his clients. As a CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU), and licensed Texas attorney, he provides a comprehensive approach to each client’s unique needs.
Chris primarily helps retired people and those planning for retirement to not outlive their money. The Texas Bar Association has twice asked him twice to speak on Social Security and Tax Planning at the State Bar of Texas' Annual Advanced Elder Law Course, which was attended by over 350 Texas estate planning attorneys. He has also spoken to the Law Faculty at the South Texas College of Law Houston, to engineers at LyondellBasell, as well as other organizations, on retirement and investment planning.
Christopher J. Maurer graduated from the University of Wisconsin-Madison in 1977 with a B.S. in Economics, with distinction. He received his law degree from the University of Wisconsin-Madison in 1981 and also attended the University of Colorado School of Business. At Wisconsin, Chris was a trumpet player and a rank leader in the University of Wisconsin Marching Band. Chris has qualified to be a member of Mensa.
Mr. Maurer practiced law in Colorado from 1983-1987, specializing in the areas of tax and business planning for closely-held businesses and their owners. His work in this area included estate planning, business organizations, employee benefit plans, non-qualified deferred compensation plans, probate, and business transfer.
He was admitted to practice law in Wisconsin, 1981; Colorado, 1983; and Texas, 1991. Chris has two children. He attends St. Michael Catholic Church and has been involved with many community organizations, including youth sports.
Neither Sagepoint Financial, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.
- B.S., with distinction, economics, University of Wisconsin
- J.D., University of Wisconsin
Professional Designations, Civic Memberships and Professional Organizations:
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter (CLU)
- Financial Planning Association
- Society of Financial Services Professionals
- Texas Bar Association