Partner, Wealth Advisor
Current
Dec 2013 - Present
AeroLeads people directory · profile
Christopher Carelli Email & Phone Number
Partner, Financial Planner at Carr Financial Group
at
Carr Financial Group
3 work emails found
@carrfinancial.net
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Partner, Financial Planner at Carr Financial Group
Location
Holden, Massachusetts, United States
Company size
Who is Christopher Carelli? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Christopher Carelli is listed as Partner, Financial Planner at Carr Financial Group at Carr Financial Group, a company with 9 employees, based in Holden, Massachusetts, United States. AeroLeads shows a work email signal at carrfinancial.net and a matched LinkedIn profile for Christopher Carelli.
Christopher Carelli previously worked as Partner, Wealth Advisor at Carr Financial Group and Financial Advisor at Eagle Strategies.
Company email context
Email format at Carr Financial Group
This section adds company-level context without repeating Christopher Carelli's masked contact details.
*@carrfinancial.net
77% confidence
AeroLeads found 3 current-domain work email signals for Christopher Carelli. Compare company email patterns before reaching out.
Profile bio
About Christopher Carelli
Chris is a Wealth Management Advisor and a Partner at Carr Financial Group. He provides comprehensive financial planning for high net worth clients and entrepreneurs focusing on asset accumulation, preservation and efficient distribution. Chris's career in the financial industry started in 2002 as a bond trader working with institutional clients and public money. He then moved into personal wealth management where he can provide a hands-on-experience in managing all aspects of a financial plan; tax, investment allocation, and risk management. Chris was born and raised in Worcester, MA. He currently resides in Holden, MA with his wife Christina and his two sons, Nicholas and Cole. Chris enjoys golfing and spending time with family and friends.
Listed skills include Retirement Planning, Wealth Management, Investment Management, Retirement Distribution Strategies, and 13 others.
Current workplace
Christopher Carelli's current company
Company context helps verify the profile and gives searchers a useful next step.
Carr Financial Group
3 roles
Christopher Carelli work experience
A career timeline built from the work history available for this profile.
Nov 2004 - 2013
Capital Securities
Bond Broker
Institutional bond broker / trader
Jan 2002 - Sep 2004
Team & coworkers
Colleagues at Carr Financial Group
Other employees you can reach at carrfinancial.net. View company contacts for 9 employees →
AL
Andrea Lucey
Colleague at Carr Financial GroupWorcester, Massachusetts, United States, United States
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DW
Denise Wolak
Colleague at Carr Financial GroupWorcester, Massachusetts, United States, United States
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SL
Spencer Lyons, Cfp®
Colleague at Carr Financial GroupGreater Boston, United States
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BC
Benjamin Cauley, Cfp®
Colleague at Carr Financial GroupGreater Boston, United States
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JR
Jill R.
Colleague at Carr Financial GroupUnited States, United States
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LL
Lori Lemieux
Colleague at Carr Financial GroupGreater Boston, United States
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Andrea Lucey
Colleague at Carr Financial GroupWorcester, Massachusetts, United States, United States
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DW
Denise Wolak
Colleague at Carr Financial GroupWorcester, Massachusetts, United States, United States
View →
SL
Spencer Lyons, Cfp®
Colleague at Carr Financial GroupGreater Boston, United States
View →
BC
Benjamin Cauley, Cfp®
Colleague at Carr Financial GroupGreater Boston, United States
View →
JR
Jill R.
Colleague at Carr Financial GroupUnited States, United States
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LL
Lori Lemieux
Colleague at Carr Financial GroupGreater Boston, United States
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FAQ
Frequently asked questions about Christopher Carelli
Quick answers generated from the profile data available on this page.
What company does Christopher Carelli work for?
Christopher Carelli works for Carr Financial Group.
What is Christopher Carelli's role at Carr Financial Group?
Christopher Carelli is listed as Partner, Financial Planner at Carr Financial Group at Carr Financial Group.
What is Christopher Carelli's email address?
AeroLeads has found 3 work email signals at @carrfinancial.net for Christopher Carelli at Carr Financial Group.
Where is Christopher Carelli based?
Christopher Carelli is based in Holden, Massachusetts, United States while working with Carr Financial Group.
What companies has Christopher Carelli worked for?
Christopher Carelli has worked for Carr Financial Group, Eagle Strategies, and Bond Broker.
Who are Christopher Carelli's colleagues at Carr Financial Group?
Christopher Carelli's colleagues at Carr Financial Group include Andrea Lucey, Denise Wolak, Spencer Lyons, Cfp®, Benjamin Cauley, Cfp®, and Jill R..
How can I contact Christopher Carelli?
You can use AeroLeads to view verified contact signals for Christopher Carelli at Carr Financial Group, including work email, phone, and LinkedIn data when available.
What skills is Christopher Carelli known for?
Christopher Carelli is listed with skills including Retirement Planning, Wealth Management, Investment Management, Retirement Distribution Strategies, Legacy Planning, Retirement, Plannning, and Finance.
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