Christopher Ronkese

413.584.1581
chris@ronkese-financial.com

Who I am:

I am a Registered Representative, with LPL Financial, that provides investment planning services for individuals and trusts. My roots go back to 1998, when I started as a financial services professional; offering insurance strategies to families. I've developed a disciplined approach to cash flow calculations and risk management for "Baby Boomers" seeking to preserve capital, accumulate wealth, manage income streams, and control risk. 

I am dedicated to providing comprehensive financial and estate planning services* to our clients. I help develop personal financial plans in seeking to take full advantage of all tax and growth opportunities.  I will not recommend any course of action until we are convinced that the recommended action or product is suitable as a long-term strategy. My investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity.

Today, I still use this original concept to manage clients' expectations. I am building my business through "word of mouth referrals".

*LPL Financial and Ronkese Financial do not provide tax or legal advice.

History:

I started out in the Financial Services business with the Northwestern Mutual Financial Network in 1998.  After 20 years, I have built a thriving practice with clients, and collaborations with other Financial Services professionals.

I initially specialized in life and disability income insurance, then expanded my offerings by obtaining my securities registrations, and eventually concentrated my talents on working with clients looking to declare their Financial Independence and ultimately pursue their Retirement phase.

I am originally from the Catskills of New York, and after graduating from UMASS-Amherst, I decided to settle in the Pioneer Valley.

Why Me?

I want my clients to stay up Enjoying retirement, and NOT staying up Worrying about it.

We start with looking at all of your Financial Pieces to then put them together to design your Financial Puzzle.

My caring and thoughtful approach helps my clients understand complex financial strategies by breaking them down into easy to grasp concepts.  This allows them to better understand why they need to take action to pursue their financial goals and dreams.

Education:

FINRA Series: 6, 63, 7 Registrations held with LPL Financial

B.B.A., Finance, University of Massachusetts, Amherst, MA (1998)