Chris is a graduate of the University of Scranton with degrees in Economics & Finance. Prior to joining Secure Planning Group Chris had seven years of experience as a financial advisor with Northwestern Mutual. Chris enjoys working closely with pre-retirees, closely held business owners, and physicians. Chris’ areas of knowledge center around investment management, retirement income & estate planning, business continuation and liquidity event planning, and advanced insurance planning.
Chris has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation. To acquire the CFP® designation, Chris completed extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. Chris also earned his Chartered Life Underwriter® (CLU®) designation from the American College. It is one of the most respected designations of insurance expertise and allows Chris to provide comprehensive advice on insurance matters to high-net-worth executives, individuals, and businesses. Chris currently holds his FINRA Series 6, 7 and 63 licenses with LPL Financial and the Series 65 license with Wealthcare Advisory Partners, LLC in addition to life, accident, and health licenses.
Chris is a native of Scranton, PA and currently resides in Radnor with his rescued golden retriever, Alabama. In his spare time Chris is an avid golfer, traveler, and wine collector.