Chris Figaro, Cfp® Email and Phone Number
Chris Figaro, Cfp® work email
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Chris Figaro, Cfp® personal email
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Chris Figaro, Cfp® phone numbers
Chris is a CERTIFIED FINANCIAL PLANNER™ and founding member of Vantage Point Private Wealth. He dedicates himself thoroughly to understanding the unique financial priorities and goals of each client. He works with many corporate executives and business owners across the entire country who typically grow their wealth through a concentrated equity position, either public or private, and are looking for guidance at monetizing over time in the most tax-efficient way to meet their near and long-term goals.Prior to founding Vantage Point Private Wealth, Chris spent almost 9 years at Merrill Lynch as a Vice President, Senior Financial Advisor. He graduated from Mount Saint Mary’s University in Emmitsburg, Maryland with a degree in Economics. He began his career in New York City in 2001 as an equity and derivative trader. Chris received an Excellence Award presented by the Richmond Federal Reserve and was part of the 2001 Federal Reserve Challenge Team.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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Senior Vice President, Wealth ManagerVantage Point Private Wealth, Llc Jul 2023 - PresentSteward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners. Representatives of Vantage Point Private Wealth, LLC are registered with and provide securities and/or advisory services through Steward Partners.For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.
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Senior Financial Advisor, Vice PresidentMerrill Lynch Wealth Management Nov 2014 - PresentNew York, Ny, Us
Chris Figaro, Cfp® Education Details
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Mount Saint Mary'S UniversityEconomics -
Christian Brothers Academy
Frequently Asked Questions about Chris Figaro, Cfp®
What company does Chris Figaro, Cfp® work for?
Chris Figaro, Cfp® works for Vantage Point Private Wealth, Llc
What is Chris Figaro, Cfp®'s role at the current company?
Chris Figaro, Cfp®'s current role is Partner at Vantage Point Private Wealth, LLC.
What is Chris Figaro, Cfp®'s email address?
Chris Figaro, Cfp®'s email address is ch****@****hoo.com
What is Chris Figaro, Cfp®'s direct phone number?
Chris Figaro, Cfp®'s direct phone number is +121839*****
What schools did Chris Figaro, Cfp® attend?
Chris Figaro, Cfp® attended Mount Saint Mary's University, Christian Brothers Academy.
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