Christopher Sassone, CFP®, CLTC®

Financial Consultant
Investment Advisor Representative

As an advisor, Chris works with the partners at Davie Kaplan to provide clients with comprehensive financial and investment planning. Having obtained his Certified Financial Planner ™ certification, Chris feels that the backbone to an individual’s financial success is a financial plan. The financial plan provides a framework for selecting investments and other vehicles necessary in achieving those goals and objectives. He began his career in financial services in 2001 and joined Davie Kaplan in 2009.

He specializes in walking clients through the different types of Long Term Care insurance and helping them choose a solution that is right for them.

Away from the office, Chris enjoys spending time with his family. He and his wife, Heather, are the proud parents of three daughters. When he is not coaching his daughters’ softball teams, he likes to get in a round of golf or two.

Education

• Graduated from SUNY Fredonia with a degree in business management and a minor in economics

Memberships & Affiliations

• Volunteer with The Ronald McDonald Charities of Rochester

Certifications

• CERTIFIED FINANCIAL PLANNER™
• Certified for Long Term Care® (CLTC®)

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.