Your goals. Our comprehensive plan.

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.

Three generations in front yard

Christopher M. Gramolini, CFP®, CIMA®, CEPA®

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • MI
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WI

Education

  • Purdue University, B.S. Finance, summa cum laude

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Financial planning
Retirement planning
Investing
Asset allocation
Estate planning strategies
Business succession
Lending services
140 Broad Street
Suite 100
Red Bank, NJ 07701
  • (732) 219-7389

Email Me

Defining your priorities. Pursuing what matters.

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.

A team approach

A team approach

Goals-based planning

Goals-based planning

Who we work with

Who we work with

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

More than 160 years

offering financial advice

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

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