How I can help you

I have been a financial planner and investment advisor for 40 years. I have started and built firms from the ground up after contracting cancer 14 years ago I sold the balance of my firm to partners and semi retired keeping about 10 clients. I have been a national speaker on the topic of computer systems in the profession of financial planning and investment advisory. I have been instrumental in starting a software company that is a key provider to financial planners nationwide. I have advised clients in many different aspects of business development and I seek to repay the advice I received from a score volunteer 45 years ago.

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Human Resources
  • Management & Operations
  • Marketing
  • Technology

Industry Experience

  • Accounting & Tax Services
  • Professional Services
  • Real Estate

Chris Stanziale

Communication Methods

  • In Person