Christopher  Annello

Christopher Annello

| CFP®

SageBroadview Financial Planning

973.539.0200

Contact Me

We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

Visit Us

6 Executive Dr
Ste 111
Farmington, CT 06032-2853

Courthouse Plaza
60 Washington St., Ste. 102
Morristown, NJ 07960

2 Burlington Woods Drive
Suite 100
Burlington, MA 01803

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Christopher Annello is a Fee Only financial planner with offices in Morristown, NJ, Farmington, CT, and Burlington, MA.  SageBroadview Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Christopher Annello is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Helping us build and sustain robust client relationships, Chris joined SageBroadview in 2011 to provide an array of financial planning and money management support services for Larry, Sheri and David and our clients.

Nurturing an early interest in business and finance, Chris embarked on his career by managing the daily operations of multiple branches of Enterprise Rent-A-Car. He subsequently transitioned into financial planning by joining SageBroadview. Chris also experienced a personal transition in June 2012, when he married his college sweetheart Lindsay. Chris holds a bachelor’s degree in business administration from Bryant University and is a member of the National Association of Personal Financial Advisors (NAPFA). He is active in NAPFA's Genesis networking group for supporting professional growth and development among next-generation NAPFA advisors. Chris earned his CFP® Certification in 2014.

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