Kris Lamont, CFP®, AAMS®
Wealth Advisor
Kris Lamont, CFP®, AAMS® is committed to you and your family's success. He specializes in financial planning, income distribution strategies, and succession planning. He works with high-net-worth individuals that are working towards or who are already retired.
Kris is licensed to offer securities, insurance, and financial planning in several states. He is a CERITIFIED FINANCIAL PLANNER™ certificant. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He also holds the Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning.
Kris knows that most of his clients have one of five concerns:
- Saving for retirement
- Outliving their money
- Estate planning
- Long-term care
- Saving for college
His financial plans reflect the stage of life its owner is in: whether purchasing a first home, financing a child's college education, or planning for retirement. A plan must reflect its owner's personal or business situation, and highlight those financial products that fit it best. “Being able to confidently determine when you can retire,” says Kris, “and having the freedom to choose the retirement lifestyle that you want is what my focus is.” Kris says the only way to determine the above two items is to have a well thought out plan in place.
Kris grew up in Clear Lake, IA and is a graduate of the University of Iowa where he double majored in Finance and Marketing. Kris and his wife Emily have two sons. He's been involved with many community organizations and also coaches two baseball and two soccer teams. He currently serves as a board member for the Venetian Village Canal Association and for Charlie Brown Preschool & Childcare. Kris enjoys spending time with his family, reading, traveling, golfing, fly fishing, photography, and watching the Hawkeyes.
