Christopher Cristallo, MBA, CFP® joined the firm as a qualified retirement plan advisor in 2019, after working at a large employee benefits firm. He has a background in financial services and specializes in employer-sponsored retirement plans. Christopher holds CERTIFIED FINANCIAL PLANNER™ designation and has his Master of Business Administration (MBA) from Mercer University’s Stetson School of Business and Economics. In his spare time, he enjoys fly fishing and being in the outdoors with his wife, Liz, and dog, Frenchie.

As a qualified retirement plan advisor and CFP® professional, Christopher understands the complexities of the ever-changing financial climate and how to connect with businesses and individuals. His attention to detail, listening skills, and keen understanding help him serve and appreciate his clients.

Christopher partners with retirement plan sponsors to implement and manage their defined contribution and defined benefit plans. After spending years working with plan sponsors, he knows what truly drives successful retirement plans and positive retirement outcomes for its participants. As an advisor, his main goal is to help plan sponsors overcome areas of concern surrounding their retirement plan benefits and mitigate their fiduciary liability, which allows his clients to concentrate on what they do best, running and building their businesses.

Christopher graduated from Mercer University’s Stetson School of Business and Economics with a concentration in economics, and he became a CERTIFIED FINANCIAL PLANNER™ shortly thereafter. With his investment background, Christopher has a deep understanding of the quantitative and statistical analytics involved in assessing investment and market performance. Christopher is actively involved in the analysis of macro-economic drivers and trends, as well as their specific market implications.

Christopher has a strong belief in family values. He is married to his wife, Liz, and they live in Atlanta, Georgia with their dog, Frenchie. Christopher is originally from New York, where he grew up reasonably close to both New York City and the foothills of the Catskill Mountains. As such, he spends his downtime outdoors – fly fishing, hiking, and kayaking.

Among his areas of focus are:

  • Qualified Retirement Plan Design
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Employee Education and Enrollment
  • Small Business
  • Tax Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Employee Stock Options
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Charitable Planning

Education

  • Master of Business Administration, Economics, Mercer University, Stetson School of Business and Economics.
  • Bachelor of Science, History, Sacred Heart University

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner