Chris joined Strategies for Wealth in 2009 because he wanted to use the investment planning experience he gained at Merrill Lynch while also offering clients a more comprehensive plan that provides security and confidence. He specializes in planning for medical professionals in the New York Metro/Tri-State Area. Chris works with physicians and dentists, helping them to make intelligent and informed decisions from residency through retirement.
For most of his clients, Chris’s first step in the planning process focuses on income protection. Chris has been recognized for his work in this area every year for the last six years, with various industry awards such as the Next Generation Award and Inner Circle Award, which is given to advisors who consistently and professionally offer disability insurance to clients. Chris also lectures on the importance of proper financial planning at over 30 hospitals throughout the United States.
Chris was born and raised in Morris County, New Jersey and is a 2003 graduate of Marist College. In 2008, he authored an Off-Broadway production and remains involved in the theater community. Chris also lends his free time to Mustard Seed Communities, a charity which provides help for orphaned and abandoned children in Kingston, Jamaica. He is an avid chess player in the Brooklyn Heights area. Furthermore, he has performed in several television commercials which you can view if you are tuned in between 3:00 and 5:00 in the morning.