In his more than 30 years of experience as a leader in the financial services industry and guiding clients through times of economic volatility, Chris Cavallaro takes a conservative approach to managing each client's plan based on their individual needs and goals.
Chris learned the value of discipline, teamwork and healthy competition as a linebacker with a walk-on football scholarship to Boston University as a Communications major. His philosophy is Evaluate, Educate, Motivate: evaluate his clients’ financial situation, educate them about their opportunities, and motivate them to take action.
Many prospective clients come to Chris for his knowledge and expertise in Estate Planning, Retirement Planning, Business Owner Succession, Wealth Management and Risk Management. With the ability to funnel top tier case design capabilities and resources into his clients’ financial programs, he can help them decipher a complete and diversified range of financial products and services. Chris specializes in helping clients set logical expectations to work towards achievable and realistic goals.
Chris’ clients benefit from his conviction, clear direction, and honest answers. He enjoys working with people who are open to new ideas and looking for guidance from an experienced financial advisor. What sets Chris apart as an advisor is his ability to design and execute a financial game plan that strikes an appropriate balance between risk and return, and incorporates strategies that are built with the goal to protect clients’ assets.
Chris is dedicated to building long-standing relationships with his clients based on trust and respect. He knows he plays a key role in his clients’ lives, helping them to take advantage of opportunities so they can pursue their personal vision of fulfillment. He and his team have a hands-on approach to service with a focus on client satisfaction. His mantra is "serve the client first."
Chris has earned many prestigious industry awards and he has been listed in Boston Magazine as a Five Star Wealth Manager* in years 2012 - 2020.
Chris shares many interests with his clients, whether sports or leisure activities, charitable interests or community service. He has a passion for architectural design, traveling, skiing, boating, offshore fishing, especially for giant blue fin tuna, and naturally, a love of the New England Patriots.
*The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2020 Five Star Wealth Managers.