Chris graduated Seton Hall University with a BA in Social and Behavioral Sciences, with minors in Social Work and Political Science. He completed the Financial Planning certificate program at Fairley Dickinson University and earned the CERTIFIED FINANCIAL PLANNER™ certification.
For almost 20 years, he has been advising clients and other advisors on ways of efficiently addressing risks to the financial well being of clients. In addition to acting as a financial advisor, Chris has served as Director of Financial Planning for a nationally-recognized life insurance company and an Assistant Vice-President of Retirement Plans at a global wealth management firm.
Chris lives in Clinton Township, NJ with his wife, Deirdre, and his son.
Chris is a parishioner at Immaculate Conception Church in Annandale, NJ. He is a member of The Friendly Sons of St. Patrick of Hunterdon County, an Irish-American fraternal organization that serves the local community through initiatives such as volunteerism, charitable donations, and scholarships.
Chris enjoys singing and playing guitar and piano and is intensely interested in Irish traditional folk music and the history that inspired it. He has also developed an interest in running and enjoys running 5k races.
It is hard to be optimistic right now. After two years of dealing with the pandemic – and that’s not over yet – we now have to face the reality of a nuclear armed Russia invading Ukraine. And, as if that was not enough, we are now dealing with the highest level of inflation that …
As I write this, the Colonial Pipeline has begun transporting oil again after recovering from its recent ransomware attack. These types of attacks generally involve the introduction of a virus that blocks access to the files in a system (computer, network, etc.) until a ransom is paid. These and other types of scams have historically …
As I was decluttering my home office in March, I came across a book that I purchased around 20 years ago titled Dow 100,000: Fact or Fictionby Charles W. Kadlec. The book was a bullish case for the possibility that the Dow Jones Industrial Average could hit 100,000 by…2020. At its all-time-high in February 2020, …
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.