Curious About Chris?

Hey thanks for stopping by – nice to have you!

I hope by visiting that I can provide good information about economics and personal finance. To see what I’m writing about check out my BLOG PAGE on this site. I write pithy articles about topical events in the world of finance and economics (and other stuff) and how it applies to you and some suggested action items to take if applicable.

What is My Overall Goal for this Site?

My personal goal is:

” to help other people win through their association with me.”

Plain & simple. I hope that through what I write, you’ll think differently, maybe agree or disagree (comment either way I love conversation!). I hope you’ll get some ‘actionable’ ideas from me. I also hope to introduce more people to me and to my business by providing something of value to others free of charge.

What Exactly is My Business?

Glad you asked. Generally, I run a financial planning & investment management firm in Medford, Massachusetts, just outside Boston, where I serve individuals, focusing on protecting assets, securing retirement income, and generally helping people worry less about money by helping them make their money more CONGRUENT with their values (I find that many people’s money is not with their values).

I also manage money for charities and clients with large sums who want to grow their money but take steps to avoid major financial disasters (for charities this is especially important).

If you’d like to learn more about my business life, go to my company site’s “About” Page HERE.

Around my hometown, I serve on the Medford Council on Aging Board of Directors, am an advisor to  the Watertown Charitable Council, Inc.,  serve on the Boston University MSIM Program Alumni Council, and volunteer at some favorite organizations around Boston.

Am I Always In Medford?

Telegraph Hill SF

NO of course not! I am on the west coast (San Francisco specifically) a few months each year where I have established a presence and work with some clients and look to work with more great bay area people.

Let’s Stay in Touch

If you’re the kind of person that likes getting ideas on improving your net worth, on helping you make smarter choices with your money and on understanding the world of finance and economics better, then join my Insiders Club and let me know HERE. I’d love to have you!

If you’d like to contact me without using email, try my Contact Form or try me through my social connections below:

For Further exploration (click the images):

My Flickr Photostream: Basically various photos I’ve taken over the past 5 years from business trips, vacations, family visits and miscellaneous adventures.

My Posterous Account – sort of my spontaneous blog, where I post occasional photos of places I visit and meals I am eating in real time to tantalize you!