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Global leader
UBS is a leading and truly global wealth manager
Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
With over 14 years of industry experience, Chris takes great pride in the financial planning process and helping clients accomplish their life goals. After spending six years with Wedbush Securities and E*Trade, he joined UBS in 2013. With a keen awareness and understanding of the robust resources of the firm, Chris helps his clients identify and prioritize their objectives and develops a financial plan to help achieve them. He works with institutional clients and high-net-worth individuals and their families.
Chris has completed the rigorous certification processes and achieved the designations of CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst® and Certified Exit Planning Advisor®. As a CFP®, CIMA® and CEPA®, Chris possesses profound knowledge and expertise in investment and risk management, income maximization strategies, insurance planning and wealth transfer strategies.
Chris is FINRA-registered and holds the Series 7 and 66 securities designations, as well as licenses for life insurance, health insurance and variable annuities. He received a Bachelor’s degree in Finance from Purdue University where he graduated with summa cum laude honors. Chris was born and raised in White Plains, NY and lives with his wife and daughter in Cranford, NJ. He is an avid Yankees and Giants fan who enjoys traveling, staying active and quality time with family and friends.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
With over 14 years of industry experience, Chris takes great pride in the financial planning process and helping clients accomplish their life goals. After spending six years with Wedbush Securities and E*Trade, he joined UBS in 2013. With a keen awareness and understanding of the robust resources of the firm, Chris helps his clients identify and prioritize their objectives and develops a financial plan to help achieve them. He works with institutional clients and high-net-worth individuals and their families.
Chris has completed the rigorous certification processes and achieved the designations of CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst® and Certified Exit Planning Advisor®. As a CFP®, CIMA® and CEPA®, Chris possesses profound knowledge and expertise in investment and risk management, income maximization strategies, insurance planning and wealth transfer strategies.
Chris is FINRA-registered and holds the Series 7 and 66 securities designations, as well as licenses for life insurance, health insurance and variable annuities. He received a Bachelor’s degree in Finance from Purdue University where he graduated with summa cum laude honors. Chris was born and raised in White Plains, NY and lives with his wife and daughter in Cranford, NJ. He is an avid Yankees and Giants fan who enjoys traveling, staying active and quality time with family and friends.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
