Chris Certo, CFP®

Chris is involved in all aspects of client account management and wealth planning at LNW. His duties include working closely with LNW wealth managers to create, implement and monitor client wealth plans, to maintain the appropriate asset allocation strategies within client portfolios, and to propose solutions that enhance the overall client relationship.

With nearly a decade of experience in wealth management, Chris draws on his extensive knowledge of estate planning, risk management, and asset allocation to deliver integrated investment and wealth planning solutions. Prior to LNW, he was a senior associate wealth advisor at Lake Street Advisors, an associate financial consultant at Charles Schwab and an investment solutions representative at Fidelity Investments.