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Financial Coaching

Christopher starts by understanding your concerns and priorities and then forms a strategy to help you pursue your goals—even as they change over time. The result is a lasting relationship and an approach that reflects your unique values.
His areas of expertise consist of understanding your current financial situation, protecting your family, planning for your retirement, managing your wealth, and creating efficient wealth transfer strategies to maximize the legacy you leave behind to your loved ones.

Christopher graduated from Baruch College - Zicklin School of Business with a degree in finance and investments. He resides in Dobbs Ferry, NY and enjoys traveling, playing golf, skiing, and spending time with his wife Nicole.

Licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.