Christopher Callero has been a wealth management professional since 1992. Chris earned his CERTIFIED FINANCIAL PLANNER™ certification from DePaul University in 2002.
As a CFP® , Chris is proficient at simplifying the financial planning process and communicating the benefits in a simple, straight forward manner. He serves the many needs of our clients in a variety of ways: asset management, tax minimization, risk mitigation, and estate preservation. He takes pride in listening to and understanding the life goals of our clients so that he can design an appropriate financial plan.