- Financial Planner
- Investment Advisor Representative
Chris has been helping his clients achieve their retirement goals with asset allocation strategies and risk assessment tools since 2008. Chris understands the importance of proper insurance protection for families and businesses alike. Merging the concepts of risk protection and holistic financial planning, Chris offers effective solutions guiding his clients to a deep understanding of their financial life.
Chris holds the Series 7 and 63 Securities registrations and is also Property and Casualty licensed in Connecticut, New York, and New Jersey. In 2009, Chris obtained the LUTCF designation which stands for Life Underwriter Training Council Fellow – a high standard of knowledge and long-standing industry designation.
- For term insurance in 20 minutes, please click this link
- If you’re interested in taking a modern approach to investment management, it only takes a few minutes to create your custom recommended Fortuna portfolio. Click here to generate your free proposal.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT. CA Lic# 1702867
Check the background of this investment professional on FINRA’s BrokerCheck