Chris Rondinelli, financial advisor Seven Fields PA
103 score

Chris Rondinelli

Seven Fields Wealth Management

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. 

CONTACT
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Professional Designations
Company Name Location Dates Years
Seven Fields Wealth Management Seven Fields, PA Jul 2013 - Current 4
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
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
Contact Info for Chris A. Rondinelli
Phone Number: (724) 602-9363
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
  • WV
  • VA
  • OH
  • NC
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Firm Disclaimer:

'Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Seven Fields Wealth Management are separate entities from LPL Financial.'

For hyperlinks to FINRA and SIPC please see the Contact Info section above

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: PA, NC, VA, OH, WV.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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