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Christopher P

Series 65, CFP®, CPA

Bellevue, WA

Lakemont Wealth

Christopher (Chris) Pfau, CPA, CFP®, is the co-founder of Lakemont Financial Group and founder of Lakemont Wealth Management, with more than 15 years of experience in accounting, tax, and financial advisory services. Chris founded Lakemont Wealth Management to integrate tax strategy, investment management, retirement planning, and estate planning into a comprehensive approach that helps clients protect what they've built and work toward their long-term financial goals. The firm serves business owners, high-net-worth individuals, and attorneys, with a focus on personal injury and other contingency-fee attorneys.

Roth conversion strategy Wealth management Life insurance needs analysis General tax planning Tax strategies for small businesses Attorney Self-Employed
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