CHRIS CONTI, CPA, CFP®

Director of Wealth Planning

““Successful financial planning is about understanding how every decision works together””

Chris approaches planning with a focus on the details that shape the bigger picture.

Chris brings a tax perspective to comprehensive financial planning, helping clients understand how the decisions they make today can impact their long-term financial goals. With experience advising high-net-worth individuals and families, business owners, executives, and professional athletes, he believes the best financial plans reflect each client’s unique circumstances, priorities, and goals.

Chris is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.