Specialty:

As a CFP® professional, Chris acts in a fiduciary role to develop and implement comprehensive financial plans. He believes in an integrated approach to assist his clients in reaching their financial goals and objectives. Chris specializes in Sustainable Investing (Socially Responsible Investing (SRIs), Environmental, Social & Governance (ESG) and Impact Investing.) If you are unfamiliar with this approach, he would be glad to discuss it with you!

Professional Focus and Services:

Financial planning and investing that matters.

Comprehensive financial planning with Sustainable, Responsible, Impact investing.

Professional Affiliations:

CFP®

Education and Experience:

• M.P.A.
• B.S.

Community Involvement:

• Member of a variety of volunteer and service organizations

Personal Message:

Chris resides in Cape Coral, Florida with his family and when not serving his clients, Chris enjoys boating and fishing with his family, auto racing and aviation. Chris also serves as a Liaison Officer for his alma mater – The United States Air Force Academy. He is president of the local chapter of the National Association of Active and Retired Federal Employees (NARFE), the state Alzheimer’s chair, and a member of various veteran and service organizations.

Chris began his career in financial services after retiring from both U.S. Air Force and federal government. Given his extensive background with both the armed forces and federal government communities, Chris joined a financial planning firm who primarily served active duty, retired military and federal government employees and their families. Wanting to provide expanded services to his clientele, Chris earned his CERTIFIED FINANCIAL PLANNER™️ certification and decided to join Conte Wealth Advisors.

Disclaimer:

Important disclosures can be found at https://www.investingthatmatters.info/disclosures