Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Estate Planning
Christopher A. Meninno has been a financial professional since 1998. He holds the CFP® and ChFC® designations. As a CFP® certificant, Chris has met the experience and ethical requirements, completed the required coursework, and passed the rigorous CFP® Certification Examination. He must also agree to meet ongoing continuing education requirements and to uphold the Certified Financial Planner Board of Eithics & Professional Responsibility and Financial Planning Practice Standards.
The Chartered Financial Consultant designation qualifies Chris to assist individuals, professionals, and small-business owners with the many areas of financial planning, including insurance, income taxation, retirement planning, investments, and estate planning.
Chris was named a Five Star Wealth Manager by Boston Magazine and Five Star Professional in 2013, 2015, 2016 and 2018.
The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.