Christopher Gonzalez Email & Phone Number

Professional with experience in devising and executing high-impact wealth management strategies aimed at building clients’ trust and optimizing portfolio performance to drive sales, revenue, and business growth.In the wealth management space I specialize in tax-advantage saving opportunities, retirement income, and asset preservation for my members. Some of those include life insurance, annuities, and long-term care designs. I am well-versed with Qualified Longevity Annuity Contracts and the financial planning lifecycle of families in the wealth accumulation stage to distribution.My Clients rave about the care taken to help them achieve their goals. Most notably, as a Mortgage Originator, I was recognized for my customer service, attention to detail, and willingness to go the extra-steps in motivating my clients to obtain their dream home. In addition, my Realtor partners absolutely loved the communication they received about their referred clients from qualifying to close. My approach took time to strategize effective ways to position a borrower's qualifications and must-haves in their home with their Realtor. Cross-collaboration with stake holders was an everyday task with much of the responsibility of execution falling on my recommendations and actions.