Insight Financial Strategists

Chris is a fiduciary wealth strategist who helps individuals and families plan challenging life transitions such as retirement, divorce, and expatriation. A strong life and financial plan makes other wealth decisions much more straightforward. As a CFP® professional, Chris will work with your legal and tax advisers to build you cost-effective and tax-efficient strategies to help you achieve your long-term financial goals. Chris’ career in financial services followed a rewarding career in strategic business management, during which he lived, worked, and grew successful businesses in the US, Asia-Pacific, and Europe. He earned a bachelor’s degree in Economics and an MBA in Finance. He completed the Financial Planning program at Boston University. He is also a CFP® practitioner, a Certified Divorce Financial Analyst™ (CDFA), a Registered Life Planner (RLP), and Certified in Blockchain and Digital Asset (CBDA). He trained as a financial neutral at the Massachusetts Collaborative Law Council. He is also a trained Mediator in accordance with M.G.L. ch.233 § 23C. Chris has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News, and Bloomberg. He has also been published in the Boston Globe, Kiplinger, and Investopedia. Chris was the Treasurer of the Association of Divorce Financial Planners. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners. He is a member of the National Association of Personal Financial Planners, and the Massachusetts Council on Family Mediation. He is also on the board of the Massachusetts Council on Family Mediation, where he chairs the Investment Committee. Chris earned the Baccalaureat in France, and he speaks French fluently.