Chris joined East Coast as a Financial Planning Associate in May, 2013. Prior to joining East Coast, Chris served as Paraplanner at Boston Hill Advisors, a boutique financial planning and investment advisory firm. He worked alongside five financial advisors; specializing in the areas of cash flow and budgeting, investment analysis, retirement planning, tax planning, insurance needs, and business development.
Chris attended Bryant University where he graduated in May of 2012 with a B.S. in Business Administration with concentrations in Financial Services and Economics. Chris has his Series 65 license and is currently studying for the Certified Financial Planner™ designation.