Trawick Financial Inc.

Welcome to Trawick Financial Inc.,

My name is Christopher Trawick, and I am the Founder and CEO of Trawick Financial Inc., a fully independent investment firm that is both family-owned and operated. My father, Mark Trawick, is my partner and together we have 32 years of combined experience in the investment and retirement industry (8yr/24yr). Our firm is committed to delivering comprehensive financial planning services, with a focus on maintaining our independence, which allows us to prioritize our clients' needs over corporate relations. We proudly serve clients across several states including Georgia, Florida, North Carolina, South Carolina, and New Jersey, traveling as needed. I was born in Macon, Georgia, in 1993 and completed my high school education at Houston County High School in 2011. In 2022, I graduated from Middle Georgia State University with a Bachelor of Science degree in Business Management and a concentration in Financial Economics (Summa Cum Laude).

My outlook is rooted in the understanding that clients don’t care how much you know, until they know how much you care. I believe in fostering personal connections with my clients, treating them as friends and family rather than mere transactions, which I find essential for building a strong advisor-client relationship. I hold various licenses including fixed and variable insurance licenses, the Series 6, Series 63, Series 65, and Series 7 licenses, which allow me to transact securities and manage investments for both the public and private sector. The Series 65 license places an obligation on me to advise my clients in a fiduciary capacity. A fiduciary capacity means that I am bound to act in my clients' best interests, placing them above my own.

As the natural occurrence of aging takes place among our nations various demographic groups I am honored to help pioneer and facilitate the largest period of wealth transfer in American history. Our largest demographic (the baby boomer generation) has and is currently entering in to retirement. This generation holds a large portion of the wealth in our country (property, assets, cash, investments etc) which will begin to trickle down to our younger generations over the next several decades. Additionally, according to The Certified Financial Planning Board of Standards there are more financial advisors over the age of 70 than those under 30, many of whom are anticipated to retire in the next decade. At the age of 31, I am eager to support the transition of our seasoned advisors into retirement.

Today, Trawick Financial proudly services hundreds of active clients across a wide range of products, platforms, and financial services tailored to meet a diverse range of needs. My professional experience encompasses various aspects of the retirement and investment industries, including Portfolio Development, Portfolio Management, Portfolio Optimization, 401(k), 403(b), and 457(b) plans, as well as Pension Planning, Rollovers, Transfers, 1035 Exchanges, Post-Death 1035 Exchanges, Thrift Savings Plans, Annuities, Fixed Interest Rate Products, Insurance, and Wealth Transfer strategies spanning across multiple generations.

At Trawick Financial, we implement a standardized planning process for all clients, ensuring that each plan is customized to address individual needs, goals and objectives, providing a reliable and consistent experience that keeps you coming back time and time again... We look forward to seeing you on the other side!