Christopher Conti
Investment Advisor Representative@ Baystate Financial
Providence County, Rhode Island, United States
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Christopher Conti is a Financial Adviser and Investment Adviser Representative at Christopher Conti Financial Advisor (C2FA) with 22.7 years of experience in the financial services industry. Based in the United States, he specializes in retirement planning, life insurance, disability insurance, and long-term care insurance. Christopher's focus is on enhancing employee benefit packages through a wide range of retirement plans, including 401k plans, life insurance, disability insurance, executive bonuses, and financial planning services. He is dedicated to helping his clients through various stages of their financial lives. Christopher's expertise includes advisory services and advisory services.
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Emails and Phone Numbers

@baystatefinancial.com
@conticapitalinvestments.com
+1 617585****
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About

I am a Financial Adviser and Investment Adviser Representative at Christopher Conti Financial Advisor (C2FA), working with clients with two main areas of focus: individuals and businesses. For individuals (and families), I specialize in retirement planning, retirement accounts, life insurance, disability insurance, and long-term care insurance. For businesses, my area of focus is enhancing employee benefit packages through a vast offering of retirement plans, such as 401k plans, life insurance, disability insurance, executive bonuses, and financial planning services for their employees. My goal is to become a lifelong resource to my clients, and I am dedicated to assisting them through the various stages of their financial lives. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. C2FA and Securities America are separate entities. Third-party comments may not be representative of all client experiences.

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Work Experience

200 Clarendon Street , 19th Fl., Boston, MA, USA, 02116, US

Financial Services

492
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Christopher Conti's Professional Milestones

  • Investment Advisor Representative (2016-01-01~): Guided clients through complex investments, gaining valuable insights and generating valuable portfolios.
  • Financial Services Professional (2013-04-01~2016-01-01): Maximizing financial efficiency through effective strategies and personalized support.
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Education

University of Rhode Island
University of Rhode Island1993-1995