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Houston Five Star award winner

PROFESSIONAL PROFILE

Christopher Rawson, CFP®

Financial Planner
Vision Based Planning, LLC
8111 Ashlane Way, Suite 219
The Woodlands, TX 77382
Office: 713-454-7997
Cell: 713-443-1632
christopher.rawson@visionbasedplanning.com
www.visionbasedplanning.com

Professional Approach

Since 2001, as an independent financial planner Christopher Rawson has developed custom strategies for clients to reach their individual financial goals. This process begins with getting to know each client personally. Your vision for your financial future is important, and this evolves over time. The advantage to working with a CERTIFIED FINANCIAL PLANNER™ professional is the fiduciary standard that comes with the designation.

Baby boomers engage his services as they are typically in their peak earning years, getting ready for retirement and making the transition to financial independence. Retirees also engage Christophers services to create retirement income, and upon request leave a legacy. Younger clients value his expertise to create balance between their current lifestyle and their longer term goals.

Regardless of age, I'm told clients value my expertise because the financial planning process tends to give them more confidence about their financial futures. Trust is the lynch pin for a healthy client/advisor relationship and I work hard to demonstrate this virtue with each interaction.

Chris, his wife Dorothy and their twins are actively involved in The Woodlands Community. He also enjoys hunting, fishing, golf, skiing, baseball, cooking and theater. Chris earned his bachelors degree in economics from the University of Wisconsin, a concentration that has added tremendous value to his work as a personal financial planner. Chris holds a series 7, 66 and Group 1 license in the states of Texas, Georgia, New Mexico and Arizona.

This award was issued on 07/01/2023 by Five Star Professional (FSP) for the time period 10/10/2022 through 05/05/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,347 Houston-area wealth managers were considered for the award; 179 (2% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 3215, 176, 5%, 7/1/22, 9/20/21 - 4/8/22; 2021: 3133, 173, 6%, 7/1/21, 9/14/20 - 4/30/21; 2020: 3219, 174, 5%, 7/1/20, 9/30/19 - 4/17/20; 2019: 2,992, 209, 7%, 7/1/19, 10/15/18 - 4/26/19; 2018: 3,114, 218, 7%, 7/1/18, 10/27/17 - 5/21/18; 2017: 2,000, 228, 11%, 7/1/17, 10/24/16 - 5/24/17; 2016: 1,763, 437, 25%, 6/1/16, 10/16/15 - 5/16/16; 2015: 2,289, 408, 18%, 7/1/15, 10/16/14 - 5/16/15; 2014: 3,958, 410, 10%, 7/1/14, 10/16/13 - 5/16/14; 2013: 3,001, 504, 17%, 8/1/13, 10/16/12 - 5/16/13; 2012: 2,105, 425, 20%, 7/1/12, 10/16/11 - 5/16/12.
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All Securities and Advisory Services provided under the name Vision Based Planning, LLC are offered through Titleist Asset Management, Ltd. ("TAM"), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. Member FINRA and SIPC.

 

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.