LUTCF
- Financial Planner
- Investment Advisor Representative
Chris has been helping his clients achieve their retirement goals with asset allocation strategies and risk assessment tools since 2009. He understands the importance of proper insurance protection for families and businesses alike and makes the concepts of risk protection simple to understand. 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. Through hard work and dedication, Chris qualified for MetLife’s Leaders Conference in 2015. Alongside his colleagues, he was also a recipient of the Barnum Financial Group Top Team Growth Award.
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I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck
Why I became a Financial Planner.
In this short video, I talk why I am so passionate about what I do and what inspired me to be a Financial Planner.
Services
Retirement Strategies
Prepare well for your golden years now and enjoy a rewarding retirement later.
Learn MoreRisk Management
Managing the risks that may compromise your financial goals is a vital step toward protecting your assets.
Learn MoreBusiness Planning
Protect yourself, your employees and your assets with key products created just for business owners.
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