CRD Number: 5577988
Current Firm: Lpl Financial LLC
Compensation Model: Both
Chris Rondinelli is a Financial Advisor with Seven Fields Wealth Management. Chris's mission is to help clients live a life of financial independence by acting as their personal Chief Financial Officer (CFO). Chris specializes in retirement planning and retirement living. He helps clients address these goals by focusing on the following areas:
- Retirement Goal Planning - how to strive to achieve financial independence
- Retirement Income Planning - how to generate the income you need
- Social Security Planning - how to maximize your benefits
- Medicare Planning - how to minimize your health care costs
- Long-term Care Planning - how to protect yourself, your loved ones, and your assets
- Estate Planning - how to prepare your legacy
Chris has been in the financial planning industry for over 8 years. Chris has a bachelors degree in Economics with a concentration in Finance from the University of North Carolina at Chapel Hill. Chris holds the following registrations: Series 7, 63, and 65 with LPL Financial and licenses for Life & Health. He is also a member of the Financial Planning Association.
Chris believes strongly in work-life balance. In his spare time, he likes to travel, golf, play tennis, cook, and read. He also enjoys spending time with his Great Dane and he enjoys all that the beautiful city of Pittsburgh has to offer.
- Retirement planning
- Estate planning
- Social security and retirement income
- Investment management
- Approaching retirement
- Sales professionals
- Small business owners
|Seven Fields Wealth Management||Seven Fields, PA||Jul 2013 - Current||3|
|Community College Of Allegheny County||Pittsburgh, PA||Oct 2012 - Current||4|
|Waddell & Reed, Inc.||Pittsburgh, PA||Aug 2008 - Jun 2013||4|
|Geico||Virginia Beach, VA||Apr 2007 - Apr 2008||1|
|Christophers Hair Studio||Newport News, VA||Jul 2004 - Feb 2008||3|
|Bachelor of Arts||Univeristy of North Carolina at Chapel Hill||Economics||Jun 1996|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Sep 2008|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
|S7||General Securities Representative Examination (GS)||Mar 2012|
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