For over a decade, Chris Gongola has assisted his clients by developing financial strategies to help them achieve their goals and aspirations. He is a licensed Investment Advisor Representative who earned the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning. Chris creates portfolios of various investment products for taxable and tax deferred accounts (including IRA accounts and retirement plans). Prior to joining Wunderlich in 2011, he was a financial advisor with Morgan Stanley Smith Barney and Prudential Financial.
Chris is also able to evaluate and recommend to his clients appropriate insurance solutions. He focuses his practice on working with individuals and small businesses. One of Chris’ favorite lessons throughout his career has been the value of winning by not losing.