A tenured and credentialed financial advisor, Chris Ferretti specializes in helping individuals, families and business owners accumulate, manage and conserve their wealth today and for generations to come.
Chris’ mission is simple. He works tirelessly as a trusted advisor, guiding families as they navigate life in pursuit of their financial and personal goals.
Chris grew up in a very small town with only one financial advisor. At 16, Chris spoke to this advisor and, struck by the compassion he had for his clients, it drove Chris to pursue a career as a passionate financial advocate.
Today, Chris is proud of his practice, built on a foundation of commitment and values, prioritizing every client and treating their families as if they were his own family.
Whether you are at or nearing retirement, Chris takes the time to get to know you and your family and obtains a clear understanding of your “why.” Once he understands what drives you, he creates a comprehensive financial roadmap to help you navigate the hurdles ahead.
Chris takes a structured approach when working with clients and schedules two to four meetings annually, each with a different theme:
• First quarter: Review overall financial position and retirement strategy.
• Mid-year: Assess legacy planning to include asset protection and estate planning.
• Year-end: Evaluate various tax strategies for use with your CPA.
Services include:
• Comprehensive, Holistic Financial Planning • Wealth Management
• Retirement Distribution Strategies • Investment Planning
• Estate Planning • Charitable Giving
• Generational Wealth Planning • Business Continuity/Exit Planning
Chris graduated Magna Cum Laude with a Bachelor of Science in Accounting and Computer Information Systems from the University of Southern New Hampshire. He is currently an active member of the Financial Planning Association.
When Chris is not in the office, he enjoys spending time with this wife, Loretta and their two daughters, Ashley and Caitlyn. His favorite pastime is all things volleyball, coaching the high school indoor and beach volleyball teams as well as coaching indoor club volleyball.
To best accommodate clients, Chris can conduct meetings in his office in Chesapeake or in other IFP offices located throughout New England and the East Coast.