Christopher M. Wolff, CFA
Registered Representative, Investment Advisor Representative
Chris has been a member of the financial advisory team at BGS Capital Management since August 2012. He has gained valuable experience developing effective financial planning strategies for lifestyle preservation, pursuing capital accumulation, wealth management, and guaranteed retirement income. Chris is adept at working with clients to assess their financial needs, develop strategic recommendations to achieve their goals, and implement those recommendations by offering the appropriate solutions. Together with Mario Sicari, and the rest of the advisory team at BGS, Chris plans to help grow and maintain the wealth management practice by working one on one with clients to provide investment solutions for every aspect of a client’s life. He became a CFA charter holder in August of 2016, passing all three exams on his first attempt, and holds bachelors degrees of science from the University of Delaware in accounting and finance. He currently holds Series 7 and 66 securities registrations, as well as individual life, accident, health, and casualty producer licenses in New Jersey. He is also a licensed mortgage loan originator (NMLS ID #968414).