Advisor profile


My approach

Cris Caruso - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Cris Caruso - My approach photo

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Investments
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Wealth Preservation Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts in Sociology, University of Southern Maine
  • Associate of Arts in Hotel and Hospitality Management, Bay Path University

Interests

When I am not working I enjoy cooking, kayaking, practicing yoga, and spending time with my dogs and family.

Community participation

Previous experience

  • Account Manager - Revenue Management, Micros Systems, Columbia, MD, 2004-2005
  • Revenue Management Systems Consultant, Opus 2 Revenue Technologies, Portsmouth NH, 2000-2004