Christopher Conti
University of Rhode Island
Tell me more about Christopher Conti?
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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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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Investment Advisor Representative
Financial Services Representative | Financial Adviser
Financial Services
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.
Education
Skill
Financial Services
Iras
Marketing
Insurance
Finance
Life Insurance
Disability Insurance
Mutual Funds
Real Estate
Securities
Management
Series 63
Term Life Insurance
Banking
Fixed Annuities
Retirement
Mortgage Lending
401k Rollovers
403 B
529 Plans
College Savings Plans
Roth Ira
Variable Annuities
Residential Mortgages
Annuity Sales
Asset Protection
Estate Planning
Gifting Strategies
Key Person Protection
Legacies
Licensed Life Insurance Agent
Multi Generational Planning
Multi Generational Wealth Transfer
Protection Planning/family Security
Small Business
Succession Planning
Thought Leadership
Time Management
Wealth Preservation Planning
Licensed In Long Term Care Insurance
Investments
Certification
Colleagues
Other Named Christopher Conti
Frequently asked questions
We found 2 Christopher Conti's email addresses
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Christopher Conti's social media include: Linkedin,
Christopher Conti works for Baystate Financial
Christopher Conti's role in Baystate Financial is Investment Advisor Representative
Christopher Conti works in the industry of Financial Services
Christopher Conti's colleagues are Ben Zimbel,Joe Moore,Mark McManus
Christopher Conti's latest job experience is Investment Advisor Representative at Baystate Financial
Christopher Conti's latest education in University of Rhode Island