Christopher Annello (CFP®)

Christopher Annello focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We are professionals, helping busy professionals manage their personal assets with sage direction. Which sounds simple enough. But as a business owner or executive, you know how quickly one wrong move can steer you off-course. That’s why we also offer expert assistance with the complex details of a busy professional’s financial affairs.

For corporate executives/owners – We have direct, hands-on experience helping you make best use of your company stock options and similar compensation packages in concert with your personal goals.

For other busy professionals  – Such as physicians, dentists, attorneys and others – we understand what it takes to build a strong investment portfolio for you and your family, without undermining the hard-won equity required to sustain your thriving practice.

For each client – We combine financial life planning with money management. Our process begins with our "get acquainted" meeting. After we mutually commit to proceeding, we will then work together to set and prioritize your personal goals and build a plan toward achieving them, based on deep analysis of your unique opportunities, challenges and related circumstances. With your initial planning in place, we meet with you periodically (typically once or twice a year) to assess progress and make adjustments as appropriate. Throughout, we help you implement your financial planning with sensible, well-aligned money management. We also coordinate in other recommended resources such as risk management or estate planning as your needs warrant.

Additional Information

Helping us build and sustain robust client relationships, Chris joined SageBroadview in 2011 to provide an array of financial planning and money management support services for Larry, Sheri and David and our clients.

Nurturing an early interest in business and finance, Chris embarked on his career by managing the daily operations of multiple branches of Enterprise Rent-A-Car. He subsequently transitioned into financial planning by joining SageBroadview. Chris also experienced a personal transition in June 2012, when he married his college sweetheart Lindsay. Chris holds a bachelor’s degree in business administration from Bryant University and is a member of the National Association of Personal Financial Advisors (NAPFA). He is active in NAPFA's Genesis networking group for supporting professional growth and development among next-generation NAPFA advisors. Chris earned his CFP® Certification in 2014.

NAPFA Start Date

November 08, 2011


This Office

2 Burlington Woods Dr Ste 100 Burlington, MA 01803-4551 Phone: (781) 222-4728