CHRISTOPHER LAZZARO, ChFC®
Following a more than 30-year career in investment management and insurance, I founded Plan For It Financial. In doing so, I followed my passion for helping others gain a deeper understanding of their personal finances. Distilling complex financial topics and presenting them in a straightforward manner is central to my approach and process. I take great pride in and am grateful for the opportunity to guide clients as they navigate the challenge of balancing living for today, while maintaining an eye toward the future.
My previous experience includes more than 23 years at one of Boston's preeminent institutional asset managers working with some of the country’s largest public and private pension plans, endowments, and foundations.
In 2007, I earned the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services to demonstrate my personal commitment to embracing the holistic financial planning process. Pursuit of the ChFC® broadened my expertise beyond investments and insurance to include the areas of taxes, estate planning, charitable gifting, and retirement planning.
Why A ChFC®?
The ChFC® designation has been a mark of excellence awarded by The American College of Financial Services to financial planners for over 40 years. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning. A ChFC® designee is a skilled financial planner prepared to serve your diverse planning needs.
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