Christopher Truncellito

The FORMation Process

Chris Truncellito is a CERTIFIED FINANCIAL PLANNER® with Halliday Financial on Long Island, NY.

His mission is to give his clients true peace of mind about their financial future, knowing their finances are in order, their plan is solid, and they will never run out of money in retirement. He believes every client is different, and that real financial planning requires a personalized approach built around each person's unique goals, circumstances, and vision for the future. He delivers on that mission by serving as a single point of contact for all financial matters, bringing together investments, retirement planning, tax strategy, insurance, and estate coordination so that nothing falls through the cracks.

Chris joined Halliday in 2021 and earned his CERTIFIED FINANCIAL PLANNER® designation, a credential widely regarded as the gold standard of financial planning. As a fiduciary advisor, he upholds the highest standard of care for every client he serves, meaning their interests always come before his own. Chris is also currently pursuing his Enrolled Agent designation, which will allow him to offer integrated tax preparation services and become an even more complete resource for the families he serves.

Outside the office, Chris can often be found on the beaches of Long Beach during the summer months with his fiancée, Jaclyn. He is an avid outdoorsman who enjoys fishing, hunting, golfing, and an athlete at heart who is on a personal journey toward competing in his first IRONMAN triathlon.