Chris joined Strategies for Wealth in 2009 to leverage his prior investment planning experience at Merrill Lynch and offer his clients a comprehensive plan that provides security and confidence.
In 2022, he joined Tempus, an affiliate of Strategies for Wealth, to further enhance holistic planning and client servicing. Chris specializes in advising medical professionals and enjoys his work helping physicians and dentists make intelligent and informed financial decisions throughout their careers: from residency through retirement.
Chris believes the first step in the planning process is income protection. He frequently lectures on the importance of balanced financial planning at over 50 hospitals throughout the U.S. and has been consistently recognized for his work in this area with various industry awards.
Chris enjoys exploring new cities, playing chess in Washington Square Park, and updating his ever-evolving list of the best burgers and pizza in NYC. He lives on the Upper West Side in Manhattan, NY.