After a successful run in Tesla’s Solar and Battery Division as a Regional Channel Manager and stockpiling valuable experience in service-based, client relationships, Chris pivoted his career and became a financial advisor. Chris came to BCG Securities, and chose to follow his calling to help people more directly, effecting real change in the lives of his client base. Chris lives in Philadelphia with his wife, Jackie, and their three children: Ryan, Danny, and Lucy.
Education:
- Temple University, Philadelphia PA
Professional certifications or licenses:
- Series 7
- Series 66
- Life, Accident & Health
Services provided:
Chris’ focus is to help individuals, families and business owners in the accumulation and protection of wealth. His goal is to understand each individual client’s specific situation and guide them through retirement. Chris believes the key to building strong relationships is listening to client’s goals and objectives and putting a plan together that’s tailored to their needs.