Christopher Zarra

Growing up in a middle-class family, Christopher witnessed firsthand the importance of education and financial planning.

His father worked two jobs to ensure that Christopher and his siblings could attend the best schools, while his mother encouraged him to pursue the Series 7 license, emphasizing the importance of not limiting himself. This upbringing instilled in Christopher a strong work ethic and a desire to help others navigate the complexities of wealth management. Christopher holds the Series 7, 6, and 63 licenses, as well as NYS insurance licenses in California and Florida. He is also a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Fund Specialist (CFS®). His areas of specialization include retirement planning and recreating your paycheck throughout retirement through prudent wealth management tied to a comprehensive plan. Christopher always knew he wanted to be involved in wealth management and educating clients through long-term relationships. His career milestones include earning his CFP®, ChFC®, and CFS® designations and building one of the most admired teams among his peers through comprehensive financial planning and high-touch client service. Christopher's approach to client service is centered on comprehensive listening, transparency, and follow-up. He ensures that every client interaction is documented in writing, providing clear and actionable steps to achieve their financial goals. His favorite aspect of working with clients is ensuring that their hopes and dreams are realized, and that money serves as a means to an end, not a controlling factor in their lives. Christopher's investment philosophy is highly personalized. He believes in creating custom-built portfolios for each individual client, utilizing the best investments available. His goal is to help clients achieve their financial objectives through prudent wealth management and comprehensive planning.