Christopher Truncellito

Background & Education:

Chris’s professional designations include the FINRA Series 7, NASAA Series 66, SEC Registration, and state insurance licenses.  Chris is also pursuing his Certified Financial Planner™ designation which is widely considered the “Standard of Excellence” for financial planners.   He prides himself as a fiduciary advisor, meaning his clients’ interests are always held above his own.

Some of the services Chris offers to his clients and families include helping individuals define their goals, analyze their current finances and accounts, planning for large purchases such as education, and developing a comprehensive ever changing financial plan, just to name a few.

Additional Information:

Aside from Chris’s professional career, he enjoys fishing, hunting, golfing, and snowboarding.  He also has a passion for cooking for friends and family.  Chris has also started a new path of becoming a Triathlete and aspires to one day compete in an IRONMAN triathlon.