Christopher Urso, CF2, LUTCF

About Christopher Urso

Chris entered the financial services industry in 1982 working with individuals and small business owners by first understanding their Needs, Wants and Wishes. Chris works closely with his clients using a holistic comprehensive refined process to discovery. This strategy nurtures a mutual understanding so that together they can navigate towards their financial goals.  Chris holds the CF2 Certified Financial Fiduciary® and the LUTCF Life Underwriters Training Council Fellow professional designation along with his FINRA Series 6,7,26,24 & 65 licenses as well as his Life, Health, Property and Casualty licenses.
Chris has held a number management positions over the years for several Broker Dealers, most recently retired from Vice President of Advanced Planning, Chris mentored financial advisors and managers of his past Broker Dealers on how to incorporate technology tools in their day-to-day practice such as financial planning software.
When Chris is not working, he is involved in his church as a Eucharistic Minister and sits on the Board of Directors of the James T. Reedy, Sr. Memorial Scholarship Trust as Vice President of the 501(c) 3 charitable organization. He and his wife Colette, who is a retired 1st grade teacher at a local public school, enjoy hiking, sports, traveling and spending time with their son Dante along with family and friends.