Chris has been in the financial services business for over 20 years having worked for Sun Life Financial, Guardian, and most recently as a Sales Director for Nationwide before starting Grandview Insurance and Financial Services.
In his time working for these big corporations he was able to hone his skills through various training programs that would help him prepare for starting Grandview. He was able to build and grow his territory by training and developing new and experienced advisors and insurance agents.
Chris started Grandview Insurance and Financial Services because of his passion for helping individuals and businesses in the area of retirement and insurance planning.
Chris was born and raised in Pleasantville, New York. He studied at Providence College in Rhode Island and then his career took him to various places throughout the country before moving back to his home state and town of Pleasantville, New York.
He currently lives in Pleasantville with his wife, Joanne and their two dogs Ellie and Harley.
In his free time, he enjoys playing golf, riding his motorcycle, and spending time in the yard with Joanne and the dogs. Chris is also passionate about doing home improvement projects as well as building different types of furniture.
Chris is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and actively participates in the management of your finances.
One of the benefits of working with him is his ability to provide clear, easily understood explanations of complex insurance and financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.
He has his FINRA Series 7, 24, and 66 licenses though LPL Financial as well as his Life and Health license in CT, FL, MA, ME, NC, NJ, NY, OH, PA, and SC. Chris also holds his APMA® (Accredited Portfolio Management Advisor), CRPC® (Chartered Retirement Planning Counselor) and CLTC® (Certification in Long Term Care) designations.
APMA® and CRPC® conferred by College for Financial Planning.