Chris joined KFG after over 6 years in the financial services industry. He is dedicated to helping families and individuals work towards their financial goals. Serving and helping people is what he loves to do.
He began his financial services career in consumer lending and finance, running a successful home mortgage lending business on Long Island, New York. After relocating from New York to California in 2012, he transitioned his financial services focus to wealth and tax planning and has now found himself a home with Kelly Financial Group.
Chris works with clients on retirement and estate planning with a strong emphasis on asset protection and is proudly an active member of our local community.
Chris is happily married and a proud father to both a son and daughter.
Check the background of this investment professional on FINRA’s BrokerCheck.
CA Insurance Lic # 0I45181