About Andrew Christian CMO and Vice President of Community Outreach
With a background in teaching and educational leadership, Andrew brings his perspective to educating our clients and the community about who we are here at J.R. Financial and how we work together in reaching your financial goals. A Bay Area native, Andrew is from San Jose and believes that everyone in our community should have access to ethical financial advice that is in their best interest and empowers individuals to take ownership over their financial future. He is passionate about working with youth and partnering with organizations that inspire entrepreneurship and financial literacy. When he’s not working, you can find him exploring local breweries and wineries, practicing his hopeless golf swing, or driving over the hill to the beach.
Topics to Be Discussed:
- Eliminate or Minimize Capital Gains Taxes: Explore powerful tactics like tax-loss harvesting and advanced trust strategies (CRATs, GRATs, etc.) to retain more of your wealth.
- Turn California’s Inflation Reduction Act Benefits into Tax Savings: Unlock energy efficiency tax credits, renewable energy incentives, and EV rebates to reduce your tax bill while embracing sustainable investments.
- Achieve Tax-Free Retirement Growth: Master the art of Roth IRA conversions, charitable remainder trusts (CRTs), and other advanced tools to maximize tax-free growth and income.
- Preserve Your Legacy with Strategic Wealth Transfer: Minimize estate taxes and ensure a smooth wealth transfer to your heirs with GRATs, gifting, and step-up in basis strategies.
- Meet the Experts: Gain insights from seasoned financial planners dedicated to helping high-net-worth Californians build secure, customized financial plans.
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