Sunrise, FL 33325
Fax | 954/888-4788
E-mail | Chris@fsgplanners.com
Chris joined the FSG team in the Fall of 2018, as the Business Development Coordinator in the Financial Planning department.
He spent his first 3 years in the asset management industry working at Eaton Vance, in Boston as an internal wholesaler, gaining knowledge and experience in financial planning at a global corporation.
Chris has been instrumental in applying his own professional background to add value and insight to the firm’s Young Professionals Program. He is also currently working on earning his own CFP® designation.
Areas of Expertise
- Client Relations
- Business Development
- Financial Plans
Outside The Office
Having recently moved from Boston back home to Fort Lauderdale, Chris has been enjoying rediscovering South Florida. In his free time, you can find Chris outdoors, surfing, golfing or fishing. He enjoys traveling to new cities and spending time with his family in the Keys.