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Chris Gullotti, CFP®

Chris Gullotti, CFP®

Financial Adviser, Partner, Canby Financial Advisors

Chris Gullotti works with families and individuals to help them find answers to the questions they have about their money. He brings a big picture view to each client's situation and works cooperatively with his clients' other financial professionals, including family attorneys, tax professionals and insurance advisers.

Chris earned his MS in Financial Planning from Bentley College and is a CERTIFIED FINANCIAL PLANNER™ professional. He is an active member of the Boston Estate Planning Council and serves on the Board of Trustees for the Foundation for MetroWest. a community foundation that provides support for nonprofit organizations in the greater Boston area.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Phone: 508.598.1082 | E-mail: cgullotti@canbyfinancial.com | Website: www.canbyfinancial.com | LinkedIn: www.linkedin.com/in/chrisgullotti

RMDs: An IRS Change is Making Them Smaller in 2022
A small red change purse on a woman's lap.
required minimum distributions (RMDs)

RMDs: An IRS Change is Making Them Smaller in 2022

The way you calculate your required minimum distribution just changed, and if you don’t need the money for living expenses, that could be good news fo…
February 6, 2022
Practical Ways to Turn Your Philanthropic Dream into a Reality
Ladders lead up into the clouds.
Charity

Practical Ways to Turn Your Philanthropic Dream into a Reality

Maybe you have an undefined notion of how you’d like to make a change in the world. Here’s how to define your mission and then take the next steps to …
December 6, 2021
A Responsible Way for Teenagers to Get into Investing? Maybe.
A teenager holds a jar full of $100 bills.
investing

A Responsible Way for Teenagers to Get into Investing? Maybe.

Fidelity has a discount brokerage platform just for kids called a Youth Account. It has some protections baked in, along with some opportunity to lear…
July 22, 2021
Why I’m No Fan of Trading Apps That Treat Investing Like a Game
A woman holds a bunch of money like a fan in front of the bottom half of her face.
investing

Why I’m No Fan of Trading Apps That Treat Investing Like a Game

In the wake of the GameStop saga, an investment professional shares his take on the rush of people buying into “hot stocks” only to get into hot water…
February 24, 2021
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The Scary Costs of Fight-or-Flight Investing
A man and a woman fighting
investing

The Scary Costs of Fight-or-Flight Investing

Understanding the fear factors that trigger dire moves can help you stick with your plan.
August 11, 2020
The Coronavirus-Caused 529 Plan Tax Risk You Can't Ignore
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
529 Plans

The Coronavirus-Caused 529 Plan Tax Risk You Can't Ignore

With the coronavirus canceling college classes, you could be due a refund. But if you used 529 plan withdrawals to pay for tuition or room and board, …
April 8, 2020
Hey Parents: Financial 'Adulting' Tips for Your Kids
retirement

Hey Parents: Financial 'Adulting' Tips for Your Kids

Here’s how empty nesters can help their children make this crucial transition. Fly, little birds, fly!
March 17, 2020
Global Entry: A Travel Investment Well Worth $100
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
Travel

Global Entry: A Travel Investment Well Worth $100

Standing in lines at the airport is one of the biggest hassles of travel. Global Entry can help. Here's how the program works and how you can apply.
August 27, 2019
Managing Your Monetary Workforce
retirement

Managing Your Monetary Workforce

You are the CEO of your financial world. As such, you should be actively managing your money team members, shuffling them around to the spots where th…
June 25, 2019
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