Chris Certo is a Senior Associate Wealth Advisor 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, Chris was an Associate Financial Consultant at Charles Schwab, where he analyzed clients’ financial situations and created personal investment strategies to achieve long term goals. Chris is a CERTIFIED FINANCIAL PLANNERTM professional.
Originally from New Jersey, Chris attended the College of the Holy Cross and graduated with a degree in Economics. Outside of the office, Chris can be found surfing, snowboarding, or hiking in New Hampshire. Chris lives in Somerville, MA with his wife Carolyn and their cat Penny.