Christopher Annello, CFP® SAGEbroadview Wealth Management

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About Christopher Annello, CFP®

Are you a Young Professional…

…in your 20’s or 30’s, making good income, who wants to start life out on a smart financial footing?
…who would like a coach to hold you accountable to your financial commitments?
…who could use help creating goals, paying down debt, and starting a savings and investing plan?
…who wants to make the most of your salary and company benefits?
…who would like direction on how best to protect you and your loved ones with insurance and wills?

What is SAGEbroadview Wealth Management for a Young Professional?

As a young professional, investing in your future is the single most important financial step you can take.

This is why we, at SAGEbroadview Wealth Management, created a service offering specifically for Young Professionals — to provide customized advice to high income young professionals looking for guidance and accountability as they navigate the various stages of life, and all that comes with it.

Everyone wants to ‘live the dream’. Thing is, everyone’s idea of that dream is different. Through conversation, questions and analysis, we help you clearly define your dream so together we can create a working plan to achieve it.

Our wealth management process is ongoing, and integrates financial planning and portfolio management, with tax planning carefully woven throughout.

Professional Background

I joined SAGEbroadview Wealth Management as an associate adviser in 2011 and achieved my CFP® credentials in 2014. In 2016, I became a wealth manager and broadened our ability to serve clients throughout the northeast by opening our Burlington, Massachusetts office to complement our offices in Morristown, NJ and Farmington, CT.

I understand the complexities of a growing career and family because I’m there too! So, in 2019, I kicked off our Young Professionals program, because I wanted to help motivated professionals make well-informed decisions in the early stages of their career through lifelong financial planning and portfolio management, with tax planning carefully woven throughout.

I hold a bachelor’s degree in business administration from Bryant University. I am a member of the National Association of Personal Financial Advisors (NAPFA) and am active in NAPFA’s Genesis networking group for supporting professional growth and development among next- generation NAPFA advisors.

Personal Background

I am a family man at heart. My wife Lindsay and I welcomed our daughter Avery Grace to the world in 2016, and son Landon in 2019; things have never been the same since.

Read Christopher’s blog here: https://sagebroadview.com/blog-2/

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Ideal Clients

  • Dual Income Family
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen Y/Millennials
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Assets Under Management: 0.50%

SEC Records

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