Chris Piccoli, CFP^®, CIMA^®

Designations and licenses

Chris is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst®.

Experience and education

Chris provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Chris was a senior wealth advisor with The Mather Group. Before that, he worked at CI RegentAtlantic (Corient) as a wealth advisor and was a client advisor with JP Morgan Private Bank.

Chris holds a bachelor’s degree in international business from Quinnipiac University.

Personal interests

Away from the office, Chris enjoys traveling, golfing, snowboarding, cooking and brewing beer. He is a fan of the New York Jets, New York Yankees and New Jersey Devils.

Chris’ Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.