I am proud to call myself a Peekskill native, born and raised just 45 minutes north of New York City and a short drive from West Point (USMA). After graduating from Hendrick Hudson High School, I followed my dream of serving my country by becoming a United States Marine. I proudly served from 1999 to 2006, including during Operation Iraqi Freedom. Upon an honorable discharge, I transitioned to a new chapter in Southern California, beginning my financial career at Morgan Stanley. In 2005, I joined Bank of America Investment Services (now Merrill Lynch), and in 2009, I moved to Wells Fargo Advisors, where I had the honor of serving clients for over a decade. Currently, I bring my expertise as a comprehensive Financial Advisor, holding both the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services and the Certified Investment Management Analyst® (CIMA®) designation, taught by the Yale School of Management and administered by the Investment Management Consultants Association®.
My financial planning services include:
We offer a range of flexible financial services tailored to meet the unique needs of our clients, including comprehensive consulting and asset management. Our approach emphasizes tax-efficient investment strategies and proactive tax planning to help clients minimize tax liabilities and optimize their financial outcomes. Ongoing fees for financial consulting and asset management are based on the size and complexity of the assets under management. Additionally, we provide specialized services, such as Trust and Fiduciary management, and can coordinate with CPAs, Attorneys, Healthcare Professionals, and Long-Term Care providers.
In today's busy world, clients are looking for different ways to engage with financial professionals. Some clients would like help with investment management, while others are focused on financial planning questions. When should I file for social security benefits, manage my 401k, what benefits package should I choose. These are a few of the questions that individuals have. We can simplify what seems complex by offering clients options on how they work with us at Homestead Wealth Management.
As an independent boutique wealth management firm, we offer a personalized experience for those looking to develop a trusted relationship. Our clients will never feel as if they are small fish in a big pond.
Chris Zambrano
CFP®, CRPC®
As a Client Relationship Manager & CERTIFIED FINANCIAL PLANNER® professional, I specialize in fostering strong relationships and ensuring operational excellence within a high-performing wealth management practice. My priority is delivering a seamless experience by focusing on efficiency, transparency, and client-centered service.
With a background in finance and the entertainment industry, as well as a family history in government and military service, I bring a unique perspective to managing relationships with individuals from diverse professional backgrounds, including government employees, pre-retirees, and professionals in sports, entertainment, and hospitality.
In addition to managing client relationships, I oversee the practice operations to ensure processes run smoothly, allowing the team to focus on delivering exceptional service. My experience as a private banker and brokerage associate has honed my expertise in coordinating complex financial strategies for high-net-worth individuals and thriving businesses.
I am committed to cultivating trust and ensuring every interaction contributes to the long-term success of the practice and the individuals we serve
General Information |
| Firm Start Year: | 1989 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 0F12433 |
| Name of Broker/Dealer: | LPL Financial |
| States Licensed in: | CA, AZ, CO, FL, MN, NV, OR, VA, WA |
| Number of Years with Current Firm: | 19 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Risk Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers |
Services |
| Investment Types: | Insurance, Annuities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, Variable Life, Life, Annuity, Disability |
Firm Information |
| Advisor's Number of Clients: | 85 |
| Advisor's Number of Managed Clients: | 85 |
| Advisor's Number of Planning Clients: | 85 |
| Assets Managed by Advisor: | $67,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
| Fee % Based on Assets: | .95 |
FAQs |
Do you have a customer satisfaction or refund policy?No |
Why should I choose you as my financial advisor?With 19.5 years of experience, advanced Financial Planning and Investment Management credentials, and a Military background, I bring a unique perspective on economics, financial matters, and life. I understand that many clients' financial planning hesitancy often arises from fear or lack of understanding. My role is to help you navigate these challenges and provide clear, actionable guidance. As a native New Yorker, I will give it to you straight, ensuring you receive honest and direct advice every step of the way. |
How do you charge for your services?Fee-based based on AUM. |
What services do you provide? What are your specialties?Comprehensive Financial Planning and Investment Management |
What is your experience? How many clients do you currently manage?Eighty-five households |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Disclaimer |
| Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 6:30 PM |
| Tue. | 8:30 AM - 6:30 PM |
| Wed. | 8:30 AM - 6:30 PM |
| Thu. | 8:30 AM - 6:30 PM |
| Fri. | 8:30 AM - 6:30 PM |
| Sat. | 8:30 AM - 12:00 PM |
| Check | Visa |
| MasterCard | American Express |
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