SageBroadview Financial Planning
We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
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.
Christopher Annello is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Christopher Annello is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Christopher Annello is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Christopher Annello
2 Burlington Woods Drive
Burlington, MA 01803
6 Executive Dr
Farmington, CT 06032-2853
60 Washington St., Ste. 102
Morristown, NJ 07960