Chris Rondinelli is a CERTIFIED FINANCIAL PLANNER™ and Partner with Seven Fields Wealth Management. Chris’s mission is to help people make smart choices with their money by simplifying the world of financial advice. He does this by helping clients understand their Why (What’s Important to Them). Then to use that Why to help develop their financial goals. And finally, to break down the progress towards their goals into a series of micro actions (next steps) over the course of 3–6-month periods.
Chris has been in the financial planning industry for over 12 years. He has a bachelor’s degree in Economics with a concentration in Finance from the University of North Carolina at Chapel Hill. Chris holds the following registrations: Series 6, 7, 63 held through LPL Financial and 65 with Good Life Advisors, LLC and licenses for Life & Health.
Chris specializes in helping clients transition from work to retirement by creating a plan for the 5 key areas of retirement:
- Income Planning
- Investment Planning
- Tax Planning
- Healthcare Planning
- Legacy Planning
As a teenager, Chris was fascinated with the stock market. He watched and learned and absorbed as much education as possible. As he got older, he saw too many examples of family and friends that struggled with their personal finances due to lack of time, lack of knowledge, and lack of help. These deficiencies led him to pursue a career in Financial Planning so that he could share his knowledge, education, and passion with others so that they could live their best life possible.
Chris believes strongly in work-life balance. In his spare time, he likes to travel, golf, play tennis, cook, and read. He also enjoys spending time with his beautiful girlfriend, Dionna, and Great Dane, Klouse.