Christopher Jones is a CERTIFIED FINANCIAL PLANNER® professional and assists clients working towards their financial objectives based on a thorough assessment, individualized guidance and practical recommendations. He is committed to building long-term, trusting relationships with each of his clients in order to truly understand their goals and to provide them with prudent options tailored to their specific situation.

Chris graduated with a degree in Finance from Marist College and has over 20 years experience in the financial services industry.

Chris is FINRA series 7 and 63 licensed. He is licensed as a life, health and variable annuity agent. Chris received his CERTIFIED FINANCIAL PLANNER® designation in 2008.

Chris is a devoted husband and father and lives in Centerport, NY. Chris enjoys playing golf and ice hockey, traveling and hiking throughout the country.