About ME
Chris Varela
My passion for this industry was born from the financial hardships I witnessed my own family endure in the wake of the 2007 mortgage crisis. Watching my father suffer significant market losses that forced him to extend his career by a decade before he could retire, and seeing my mother become a full-time caregiver for my grandmother because long-term care was simply out of reach financially, showed me firsthand the devastating impact of being unprepared. When my aunt was later diagnosed with dementia, our family once again faced the burden of covering long-term care costs entirely out of pocket. These deeply personal experiences are what drive my commitment to helping others protect their families from the financial hardships I know all too well.
As a seasoned professional and income planning specialist, I have gained experience in various sectors focused on asset preservation.
I have partnered with several national estate and retirement planning firms, managed agents in district and regional offices, and provided planning services to thousands of clients across the United States.
Since 2009, I have specialized in retirement preservation and income planning services, addressing the specific challenges encountered by both pre-retired and post-retired clients.