Like a lot of Americans, I grew up in a household where investing, saving and being an entrepreneurial thinker were not emphasized. And just like most Americans, I went through my teen years unaware of the possibilities. I was however, an aggressive saver, and got a great start and advice from my grandfather (my “papa”)(which sticks with me to this day) but looking back, I know I could have made much smarter choices if I had the right guidance. However, I won’t be full of regret over this – now that I know better, I am making better decisions. And that has become my personal mission – to help others benefit from what I have learned and help make sure the people I serve make better financial decisions.
After 19 years of working with all types of clients, I know what people need to help them align their finances to their goals and values. I know that when we think one way but our money is going in another direction, it leads to INCONGRUENCE. Because I have worked with all kinds of financial challenges – I can coordinate a variety of plans – either simple or highly complex – which helps make sure my clients optimize their quality of life.
In addition to working with clients, You can find me giving free talks and workshops at such places as Tufts University, Medford Council on Aging, Brooksby Village, Linden Ponds, Watertown Senior Center, and various corporations.
I am often traveling to visit clients and am building a presence in the San Francisco Bay area. But you can also find me in Southwest Florida, Maine, and Rhode Island. If you happen to live in any of these areas and would like to meet me in person, drop me an email, phone call or hit me up on any of the social networks linked below – I’d enjoy hearing from you. If you have time, drop by my personal blog: ChrisGrande.com.
You can contact Chris at:Christopher Grande, MSIM, RMA Walnut Hill Advisors, LLC Zero Governors Ave Suite 34 Medford, MA 02155 chris (at) walnuthilladvisorsllc (dot) com 781.393.0021 (phone – main office) 650-209-6473 (bay area) 781.396.2436 (fax) Skype: Chrisinboston See Chris’ background and professional experience/education at his LinkedIn Profile: