Christopher Crocker, CES®
Wealth Manager | Financial Planner

As an independent financial advisor, I help individuals, families, and small business owners build and preserve wealth through personalized strategies in retirement planning, income distribution, and investment design. My goal is to empower clients with knowledge and ensure that every decision is a collaborative step toward their financial success.

I earned my finance degree from Siena College, where I served on the investment team, gaining hands-on experience in equity research and portfolio management. I hold the Certified Estate and Trust Specialist (CES®) designation and am a CFA Level II candidate. Unlike many advisors, I build and manage custom investment models, offering clients a cost-efficient and highly tailored approach to fit their unique risk and return objectives.

I specialize in guiding families through all stages of life and supporting small business owners with customized financial solutions to address their unique challenges. My practice is intentionally designed to maintain exceptional service quality by growing sustainably, ensuring every client receives the attention they deserve.

Outside the office, I officiate youth, collegiate, and semi-professional soccer and contribute as a leader in the referee community. My partner, Nina, and I enjoy exploring new restaurants and relaxing at home with our four-legged family members, Astro and Archie.

If you’re exploring financial guidance, I offer complimentary discovery and consultation meetings to help you take the first step. Visit our scheduling portal to get started today!