How I can help you

I have been a financial planner and investment advisor for 40 years. I have started and built firms from the ground up after contracting cancer 14 years ago I sold the balance of my firm to partners and semi retired keeping about 10 clients. I have been a national speaker on the topic of computer systems in the profession of financial planning and investment advisory. I have been instrumental in starting a software company that is a key provider to financial planners nationwide. I have advised clients in many different aspects of business development and I seek to repay the advice I received from a score volunteer 45 years ago.
Areas of Expertise
  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Human Resources
  • Marketing, Public Relations & Sales
  • Operations
  • Technology

Industry Experience
  • Other Services (except public admin.)
  • Finance & Insurance
  • Professional, Scientific, & Technical Services
  • Real Estate & Rental & Leasing

Chris Stanziale

Communication Methods

  • In Person