Christopher Certo, CFP®

Christopher Certo

Wealth Analyst

Christopher Certo is a Wealth Analyst at Lake Street Advisors. He partners with clients to help them achieve their financial goals by creating wealth management strategies focused on estate planning, tax minimization, and risk management.

Prior to joining Lake Street in 2020, Christopher was an Associate Financial Consultant at Charles Schwab, where he analyzed clients’ financial situations and created personal investment strategies to achieve long term goals. Christopher is a CERTIFIED FINANCIAL PLANNERTM professional.

Originally from New Jersey, Christopher attended the College of the Holy Cross and graduated with a degree in Economics. Outside of the office, Christopher can be found surfing, snowboarding, or hiking in New Hampshire. Christopher lives in Somerville, MA with his fiancée Carolyn and their cat Penny.