Kristor Lawson

Founding Principal, Schultz Collins, Inc.
Kristor J Lawson
Mr. Lawson (Secretary, Treasurer, Managing Shareholder, and Chief Compliance Officer) is a founding principal of Schultz Collins, Inc. He has provided investment advisory services to legal and accounting firms, charitable institutions, and entrepreneurs on investments for more than 30 years. He works with investors on planned giving, estate, and retirement planning issues.

He has been published in the Journal of Asset Protection and the Journal of Financial Planning, and is a member of the Financial Planning Association. From 1989 to 1993, he was Manager of the Bay Area Branch of Transamerica Financial Resources, Inc. (member FINRA), where he supervised 25 financial consultants, assisting with their most difficult financial and estate planning cases. From 1993 to 1995 he played a similar role as Director of Financial Center Development for the Bay Area Financial Center of the Acacia Group and Calvert Securities, Inc. (member FINRA).

Mr. Lawson is certified as a financial planner by the Certified Financial Planner Board of Standards, and holds Chartered Financial Consultant, Chartered Life Underwriter, and Registered Employee Benefits Consultant designations from the American College in Bryn Mawr, PA. He studied philosophy, economics, and psychophysiology at Indiana University, Bloomington.