Chris started his financial planning career over twenty five years ago at American Express Financial Advisors and later achieved membership into the prestigious Advanced Advisor Group. Chris has also helped successfully mentor and train numerous new financial advisors.
His background and experience have allowed him to successfully help his many clients pursue their financial goals. He holds several security and insurance licenses in addition to holding the CERTIFIED FINANCIAL PLANNER™ Certified Wealth Preservation Planner and Accredited Investment Fiduciary® designations. Chris is very active in his community as a distinguished past President, and Lt. Governor of the Kiwanis Club of South Shore, Staten Island, NY. In addition, Chris is a member and serves on the board of Meals on Wheels and Kids Against Cancer Inc, both also on Staten Island, NY. Chris and his wife Joanne are the proud parents of three children and reside in the Westerleigh section of Staten Island, NY.