Chris founded Allegro Wealth Advisors with a mission to provide musicians and creative professionals with independent, comprehensive financial advice, free from corporate constraints. With over 20 years in the financial industry, including securities licensing since 2013, Chris understands the unique financial challenges that musicians face—from fluctuating income to planning for long-term success.
Chris holds three prestigious certifications that set him apart:
- AWMA® (Accredited Wealth Management Advisor SM): Specializing in behavioral finance and business succession, Chris helps musicians navigate the complexities of their finances, whether they’re solo artists or running their own creative enterprises.
- SE-AWMA® (Sports and Entertainment Accredited Wealth Management Advisor SM): Chris is certified in navigating the wealth management challenges faced by the unique and growing number of clients and families in the sports and entertainment industries.
- CIMA® (Certified Investment Management Analyst®): As a CIMA® designee, Chris has mastered advanced portfolio construction techniques, providing the highest level of investment guidance to help musicians grow and protect their wealth.
Outside of his financial planning work, Chris is a devoted musician, husband, father of four, and an active member of his community. He volunteers with the Knights of Columbus, directs, sings and plays guitar in his church choir, and enjoys guitar playing, writing music and singing, scuba diving, and grilling on the back deck.
Chris combines his passion for music with his expertise in wealth management to help musicians secure their financial future while they focus on their craft.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com