For more than 20 years, he has earned the reputation for providing highly customized recommendations and advice and investment solutions to corporate executives, professionals planning for retirement, and business owners living in Long Island, New York and across the country. Chris focuses on creating long-term and trusting relationships with his clients to help them simplify their lives, so they may enjoy the wealth they’ve created and leave the legacy they desire.
Chris takes pride in his ability to take complex financial concepts and effectively communicate them to his clients. He works diligently to demystify the investment and planning process by understanding their aspirations and values, so he may articulate the key activities to achieve their specific goals. Over the years, he has cultivated knowledge and experience in investment management, stock option optimization, as well as retirement and estate planning. He thrives on teaching clients how the market works and coaching them on how to be successful investors.