Christopher L. Sassone, CFP®, CLTC®
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.
Chris is passionate about helping clients navigate the sometimes complex world of planning, insurance and investments. In addition to his CFP®, Chris also has his Certified for Long Term Care® (CLTC®) designation. 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.
Chris graduated from SUNY Fredonia in 1998 with a degree in business management and a minor in economics. He began his career in financial services in 2001 and joined Davie Kaplan in 2009. Chris enjoys giving back to his community and enjoys volunteering his time at The Ronald McDonald Charities of Rochester.
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.
Get to know the "real me"...
Away from the office, Chris enjoys spending time with his family. He and his wife, Heather, are the proud parents of three daughters; Katelyn, Madison and Jordan. When he is not coaching his daughters’ softball teams, he likes to get in a round of golf or two.
Chris is an avid sports fan (especially baseball) and follows the Red Sox, Bills and Sabres.
Something you may not know about Chris:
In college Chris was the Vice President of his Fredonia Blackhorse Rugby team which he played on for 3 years.