Since he founded MONECO Advisors in 1980, Chris has built one of the most respected, boutique financial planning and portfolio management firms in the region. He has focused his efforts on developing close, personal relationships with his clients – spending time understanding the family and personal drivers behind each client’s life, dreams, and desires.
Chris graduated from Notre Dame in 1970, received his Juris Doctor (J.D.) from New York Law in 1974, and earned his CERTIFIED FINANCIAL PLANNER™ Designation in 1982. He holds several registrations including Series 07, 24, 31, 51, and 63 through LPL Financial. He has also served on countless professional boards, clubs, and associations throughout his career. Further, he has co-authored three books: "Living & Learning" (a guide to retirement) and two books focused on law school and contracts.
Chris lives in Easton, Connecticut with his wife Sandra and his two children, Paul and Natalie.
Get to know Chris...
“My life is better and fulfilling due to the work that I do. You become what you think about most of the time and I think about helping people live a better life most of the time and therefore I live a better life. I am very fortunate to do what I do because my work became much more than an identity, it became a destiny and philosophy of how I live my life. Hopefully my work and philosophy has affected many people if a very positive way and having met me, and in some cases, worked with me, has changed their life in a positive way.”
Favorite part about working at MONECO: Helping my clients live the best life they can while working in an environment with other passionate and hardworking individuals.
Way to spend time outside of work: Enjoying time with my wife Sandy, family, and friends, as well as traveling, golf, tennis, and skiing.
Biggest challenge at MONECO: Ensuring that we are caring for our clients in and impactful and efficient way.
Most enjoyable aspect of financial advising: It is similar to a vocation for me. Interacting with people, listening to their life dreams and concerns and interacting with them in a professional, yet very personable way, makes me feel very good at the end of a work day. Knowing that inspires me to do what I do.
Favorite…
Quotation: “Circumstances do not make the man, they reveal him.” - James Allen
Vacation: All of them! St. Kitts, Mexico, Colorado, and always California.
TV Show: Mostly documentaries, movies like the Bourne trilogy, specials, and Notre Dame football if they win!
Genre of Music: Rock, from Dylan’s first album through today, to U2, Bob Seger, Allman Brothers, Dave Matthews, Springsteen, and the list goes on and on.
Sports Team:Notre Dame football, New York Giants football, and Boston Red Sox...and that is the end of that list.
“I do what I do because at the age of 21 I lost my father; he died at age 60 and left my Mom, also age 60, comfortable but by no means rich, and 100% secure from a financial perspective. My Mom hired a wonderful female financial planner --and this was back in 1970-- to help guide her over the next 30 years of her life. The planner was a very important person in my Mom's life and guided her well. My Mom did the heavy lifting: she went to work as a social worker and they begged her to stay when she retired at age 75; my youngest brother was just starting college 6 months after my Dad's death and I was entering law school. Neither one of us paid a nickel towards our education; my Mom covered all expenses. My older brother and sister were well on their way at that time but yet my Mom still had to serve the role as Mom and sometimes Dad. She had a glorious life, living and enjoying every day and I credit the work of my Mom's financial planner as being a very important part of that. And I thank her for inspiring me to consider this profession and I am very thankful that I did.”