Christopher B. Trombetta, a Chartered Financial Consultant©, joined Steel Ridge Advisors in December 2016. He brings a wealth of experience and knowledge to the firm. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning.
A comprehensive, client-focused approach to financial planning ensures that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Chris specializes in investment analysis. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.
Helping people, whether it’s planning for retirement or college expenses, is truly Chris’ passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.
Prior to joining Steel Ridge Advisors, Chris spent 24 years at TIAA-CREF serving in several financial and retirement planning roles including Wealth Management Advisor and Senior Trust Consultant. Chris currently holds Series 6, 7 and 65 securities registrations. In addition, he is licensed with the state of New York to offer both life & health insurance. He holds an MBA in Finance and Management from Long Island University, CW Post campus and a BA in International Relations and Economics from the University of Delaware.