Christopher Truncellito

Work at Halliday

As a CERTIFIED FINANCIAL PLANNER®, Chris serves individuals and families by helping them define clear financial goals, evaluate their current financial picture, and implement comprehensive plans designed to adapt as life changes. His approach is grounded in long-term relationships, thoughtful guidance, and a fiduciary commitment to always act in his clients’ best interests.

At Halliday, Chris works closely with clients on a range of financial matters—from retirement and investment strategies to education planning and major life transitions—always aiming to simplify and organize his clients’ finances with confident decision-making.

Background & Education

Chris is a graduate of SUNY Oneonta, where he earned his degree in Economics and Finance. He holds the CERTIFIED FINANCIAL PLANNER® designation, recognized as the highest standard in personal financial planning. In addition, he maintains the FINRA Series 7, NASAA Series 66, SEC registration, and state insurance licenses.

Outside the Office

Away from the office, Chris leads an active and outdoors-oriented lifestyle. He enjoys fishing, hunting, golfing, and snowboarding, and he has a passion for cooking meals for friends and family.

More recently, Chris has embraced the challenge of endurance training and is actively pursuing his goal of becoming a triathlete. What began as a personal commitment to fitness has evolved into a disciplined routine that reflects the same values he brings to financial planning—consistency, resilience, and long-term focus. He is currently training with the goal of completing a full IRONMAN triathlon in the coming years, viewing the journey as a test of both physical and mental endurance.