Your Financial Future Deserves Personal Attention
I founded Planning With Christiaan with a simple mission: to provide independent, unbiased financial advice that puts my clients' interests first—always.
Christiaan has spent more than 26 years in the financial industry, always prioritizing his clients' needs. Having ridden the wave of numerous economic cycles, Christiaan understands the importance of protecting assets, especially nearing retirement. His early career was at Morgan Stanley, training in the World Trade Center, gaining invaluable insight into the workings of Wall Street. However, working for a large corporation didn't suit his belief that each client deserves personalized planning grounded in Christian values. He has contributed to the public sector by specializing in 403b retirement planning for teachers and TSP planning for federal employees. His extensive expertise in annuities and market logistics has further enhanced his service. He treats clients with honesty and fairness, tailoring each plan and strategy for their retirement goals. Being independent also has its perks, as he can choose products best suited for his clients without being pressured by any corporate interests.
True to his Dutch heritage, his name speaks for itself. He enjoys time with his family—his son Michael, daughter Madeleine, and wife Ronda—at their North Texas ranch, where they settled after moving from California 13 years ago.
Let's Talk About Your GoalsCredentials & Education
CERTIFIED FINANCIAL PLANNER™
The CFP® certification is the gold standard in financial planning, requiring extensive education, examination, experience, and ethics requirements.
Bachelor's Degree in Finance
Graduated with honors from [University Name], providing a strong foundation in financial theory and practice.
Series 65 License
Licensed Investment Advisor Representative, authorized to provide investment advice and portfolio management services.
Continuing Education
Committed to staying current with annual continuing education requirements and industry best practices.
Experience & Expertise
Founder & Lead Advisor
Planning With Christiaan
Established independent financial advisory practice to serve clients with integrity, transparency, and personalized attention. Providing comprehensive financial planning and investment management services focused on long-term client success.
Senior Financial Advisor
[Previous Firm Name]
Managed portfolios exceeding $50 million for high-net-worth individuals and families. Developed comprehensive financial plans addressing retirement, investment, tax, and estate planning needs. Consistently ranked in top 10% of advisors for client satisfaction.
Financial Planner
[Previous Firm Name]
Provided financial planning services to individuals and families across all life stages. Specialized in retirement planning, investment management, and risk assessment. Earned CFP® certification and built foundation of industry expertise.
Associate Financial Advisor
[Previous Firm Name]
Began career in financial services, learning the fundamentals of financial planning and portfolio management. Completed Series 65 licensing and gained hands-on experience working with diverse client base.
Financial Planning Philosophy
Fiduciary Standard
I'm legally and ethically bound to put your interests first. Every recommendation is made with your best interests in mind, not commissions or sales targets. This is more than a legal obligation—it's how I believe financial advice should always be delivered.
Independent Advice
As an independent advisor, I'm not tied to any financial institution or product provider. This freedom allows me to recommend solutions from the entire marketplace, ensuring you get what's truly best for your situation.
Comprehensive Planning
Your financial life is interconnected. Investment decisions affect taxes. Retirement planning impacts estate strategies. I look at your complete picture to ensure all pieces work together toward your goals.
Education & Transparency
I believe educated clients make better decisions. I'll explain recommendations in plain language, show you the reasoning behind strategies, and ensure you understand exactly how I'm compensated.
Long-Term Relationships
Financial planning isn't a one-time event—it's an ongoing relationship. I'm committed to being your trusted advisor through all of life's transitions, providing consistent guidance and support.
Evidence-Based Investing
I don't try to time markets or pick "winning" stocks. Instead, I rely on academic research and proven principles to build diversified portfolios designed to capture market returns while managing risk.
Who I Work With
I specialize in working with clients who value comprehensive financial planning and long-term relationships
Pre-Retirees & Retirees
Individuals within 10 years of retirement or recently retired who need comprehensive planning to ensure their retirement income lasts a lifetime.
Business Owners
Entrepreneurs who need to coordinate personal financial planning with business finances, including exit planning and succession strategies.
Professionals & Executives
High-earning professionals seeking to maximize their wealth-building potential while managing complex compensation packages.
Families
Families planning for multiple goals simultaneously—education funding, retirement, estate planning, and wealth transfer.
You Might Be a Good Fit If You:
- Want a personal relationship with your advisor, not a rotating team
- Value independent, unbiased advice over product sales
- Appreciate education and want to understand your financial strategies
- Are committed to working together long-term
- Have at least $250,000 in investable assets or complex planning needs
Beyond Financial Planning
When I'm not helping clients achieve their financial goals, you'll find me spending time with my family, staying active in my local community, and pursuing my passion for [hobby/interest].
I believe in practicing what I preach. Just as I help clients plan for their futures, I maintain my own comprehensive financial plan and continue investing in my education and personal development.
Community Involvement
- Active member of [Local Community Organization]
- Volunteer financial literacy instructor at [Organization]
- Supporter of [Charitable Causes]
Let's Start a Conversation About Your Financial Future
Schedule a complimentary consultation to see if I'm a good fit to work with you. No obligation, no pressure—just an honest conversation about your goals and how I might be able to help.
Schedule Your Free ConsultationMeet face-to-face, virtually, or by phone—whatever works best for you.