Kris Tedeschi, Cfa, Cfp® Email & Phone Number

I bring over a decade of experience in delivering comprehensive wealth management strategies to successful executives, business owners, and their families. My experience spans personalized investment planning, risk management, tax-efficient strategies, strategic philanthropy, and wealth transfer planning. I am a CERTIFIED FINANCIAL PLANNER™ professional and hold the Chartered Financial Analyst® designation. I have been recognized by Forbes as a Best-In-State Wealth Advisor in 2024* and Best-In-State Wealth Management Team Member in 2024* for my contributions in wealth management.I am an active member of the Boston Estate Planning Council, the CFA Institute, and the Boston Security Analysts Society. My academic background includes an MBA in Finance from New York University’s Stern School of Business and a BA in Economics from Trinity College, where I was also the captain of the Men’s Lacrosse team. I am dedicated to providing clients with structured and clear financial guidance, leveraging my extensive knowledge and experience.In my personal life, I enjoy running, cycling, skiing, and golfing. I live in Hingham with my wife Abbie and our three children, Sloane, Theo, and Maya.Visit www.rtsprivatewealth.com to learn more.*See award section for required disclosures.--Securities and advisory services offered through &PARTNER LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC.Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

Listed skills include Investments, Finance, Equities, Valuation, and 4 others.