Chris Certo, CFP®

Chris is involved in all aspects of client account management and financial planning. His duties include working closely with the rest of our client service team to create, implement and monitor client financial plans, to maintain the appropriate asset allocation strategy within client portfolios, and to propose solutions that enhance the overall client relationship. With nearly a decade of experience in the industry, he excels in estate planning, risk management, and asset allocation to deliver investment and wealth planning solutions. Prior to LNW, Chris 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.