Christopher C. Giambrone, CFP®, AIF®
Chris Giambrone is a co-founder of CG Capital™, a boutique wealth management firm based in New Hartford, N.Y. In addition to attaining the CERTIFIED FINANCIAL PLANNER™ certification, he also holds the Accredited Investment Fiduciary® (AIF®) designation.
Chris has earned a Certificate in Retirement Planning from the Wharton School of Finance at the University of Pennsylvania, has two business degrees from the State University of New York, and was invited to participate in a round table discussion at the Harvard Faculty Club in Cambridge, Mass., with regard to Modern Portfolio Theory.
He’s been recently published by CNBC.com, OnWallStreet & Financial-Planning.com for stories relating to the advisory industry. Chris has also written stories for several local media outlets.
As an avid sports fan, Chris enjoyed speaking to the Syracuse University football team on a wide variety of financial planning topics.
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Phone: 315.765.6032 | E-mail: chris@mycgcapital.com | Website: www.mycgcapital.com
Latest articles by Christopher C. Giambrone, CFP®, AIF®
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Is Your Retirement Plan Built for 2026 — or Stuck in 2006?It's time to move away from the 4% rule and the 60/40 portfolio to an adaptable, tax-diversified strategy focused on reliable income and longevity.
By Christopher C. Giambrone, CFP®, AIF®
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Three Essential Strategies for Managing Your InheritanceBefore you start spending your windfall, take some time to figure out your taxes, how you might invest and what your long-term plan looks like.
By Christopher C. Giambrone, CFP®, AIF®
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3 Mistakes Business Owners Can't Afford to Make When Planning Their Exit StrategyGetting an early start on laying the groundwork for your exit is imperative. Empowering others to make decisions and delegating responsibilities also play key roles.
By Christopher C. Giambrone, CFP®, AIF®
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Selling Your Construction Business to Employees or Family? Here Are 5 Tips for Success!small business Even though you’ve already identified a great buyer for your business – and it’s someone you know and trust – you still have some work to do to make this transition go smoothly.
By Christopher C. Giambrone, CFP®, AIF®
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Planning to Sell Your Business to Key Employees?small business It’s a common route for those moving on from business ownership, and even though it can be rewarding, it can also come with some “baggage.” Follow these important steps.
By Christopher C. Giambrone, CFP®, AIF®
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Small-Business Owners Can Be Divided into 2 Camps – Which Are You?small business The financial complexities of being a small-business owner are vast regardless of the “camp” they reside in. Juggling business needs with personal finances can make retirement planning a real challenge.
By Christopher C. Giambrone, CFP®, AIF®
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Does Your Financial Plan Fit on 1 Page? It Should. Here's How.Financial Planning Software planning tools can be handy, but they can also be complex and end up steering you in the wrong direction. What may work better? A little face time with your planner, leading to a simple, easy-to-follow financial "map."
By Christopher C. Giambrone, CFP®, AIF®
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A Scorecard for Your Financial AdviserFinancial Planning Assigning ratings to all the different parts of your plan could help you spot weaknesses and get more value from your financial professional.
By Christopher C. Giambrone, CFP®, AIF®
Financial Planning
