Chris Marino, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner
Chris Marino
Prior to joining Marino Financial Advisors (MFA), Chris lived in Ventura, CA and worked for an experienced wealth manager at D.A Davidson & Co. He was responsible for client outreach, coordination of client touch points, and formation of Target Investment Templates. Additionally, Chris assisted in the development of investment model portfolios as well as the creation, integration, and general maintenance of client profiles in MoneyGuidePro: Financial Planning Software.
Upon returning home to Massachusetts, Chris began working on the Baystate Financial Sales Desk where he provided product and marketing support to the organization's Financial Advisors. Here he learned extensive industry product knowledge along with case design and practical application tailored to specific client needs.
Chris is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds the FINRA Series 7 and Series 66 licenses and holds his Life and Health Insurance Licenses in the state of MA.
Chris is a graduate of The University of New Hampshire with a BS in Finance and Economics. In his free time, he enjoys playing golf, exercising and spending time with friends and family.