I seek first to understand my clients’ current situation, concerns, risk tolerance, and their financial priorities. I then use this information to formulate an investment strategy and begin the development of a comprehensive investment plan. From there, I will meet with clients to review their plan, and as their life circumstances change, the appropriate adjustments are made.
I started my career working for a number of prominent Wall Street firms, including Merrill Lynch. However, moving to an investment planning-based approach was much more fulfilling. Through working with clients in this capacity, I help guide my clients in many avenues to complete a total financial road map. I was able to work in all aspects of financial disciplines. Whether in basic protection like Life Insurance or more complex needs like Long Term Care and generational wealth transfer. As an advocate for my clients, bringing these resources to complement a client’s individual investment goals has helped them to realize a more complete financial concept.
Away from the office
A New Jersey native, Chris and his wife, Rosa, reside in Manahawkin. They have three children, Christopher, Andrew, and Leon. Spending time with their family is a priority for Chris and Rosa. With their two oldest children in Grad School and Leon in elementary, they look forward to football and wrestling weekends again. As a family, they believe in giving back to their community. They volunteer for many school and church events, as well as many cancer fundraising organizations.