Christopher S. Tomolonis

Skilled financial professional with 17 years experience in the Financial Industry, working as Equity Investor, Investment Advisor Representative, & Wealth Advisor. I partner with investors to define investment strategy, Identify goals & objectives, Pinpoint risk tolerance and methods to manage risk, and recommend Allocation accordingly. Equity Investments, & Portfolio Management focused on managing risk is my specialty, I will benefit you and your company if hired by you. Exceptional skills in the areas of Equity Investments, Portfolio Management, and Risk Management. Speak English. I can deliver projects on time. Professionalism and integrity. Extensive experience in Equities. I am ready to be hired by you now!

I use various financial planning software to provide analysis and report. I work with stocks, bonds, ETF’s, mutual funds, REITS, LLP’s, alternatives, annuities, all depending upon your unique situation. I have been managing investors investment portfolios since 2002. In 2014, I went independent. Project sizes range from one offs to annual arrangements depending on complexity and investor requirements.