Chris has provided clients with holistic financial planning as a CERTIFIED FINANCIAL PLANNER® professional with Barnum Financial Group since 2010. He proudly co-founded The SKG Team, a team within Barnum Financial Group consisting of eight advisors and fifteen support members. He utilizes a team approach to efficiently service his clients and guarantee timely response and turnaround time while building their vision of a truly unique and holistic financial planning experience for their clients.
He has spent the majority of his career focused on educating individuals through financial literacy workshops inside of Fortune 500 institutions and other large corporations. With an entrepreneurial spirit, Chris enjoys working with closely held business owners on their personal and corporate planning. He holds the Certified Exit Planner designation as well as the Certified Family Business Specialist designation which allow him and the team to provide specialized advice to this unique market. Additionally, because he prioritizes financial education Chris has also successfully attained the CFP®, ChFC®, RICP®, and AIF® designations to expand his knowledge of the industry and provide impactful client experiences.
Chris is featured in local and national news outlets including Barron's, Forbes, CNBC, US News and World Report, Newsday, Yahoo! News, Money, and more.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY. AR Insurance Lic# 13037180 CA Insurance Lic.# 0I46007