My name is Christopher Riofrio and I began my career in the Financial Services industry in 2012 at JPMorgan Chase. Since then I have worked at different firms and have been working with different types of clients with different needs and financial goals. I have worked with entrepreneurs, real estate investors, doctors, lawyers, educators, non-profits, businesses, employees of municipalities, etc. Over the lifetime of my career, I have successfully helped provide financial guidance and advice to hundreds of families It is my passion to help people attain financial security and autonomy. I am committed to listening to my clients needs and educating them on the all the resources that I can provide to make sure they reach their financial goals.
Lumiere Financial Group is a world-class investment and wealth manager, providing personalized solutions to high-net-worth individuals, families, endowments, foundations and other institutions.
For years, we have offered a unique alignment of personalized client solutions and forward-looking global insights. Get to know the leaders who are guiding our future.
General Information |
| Firm Start Year: | 1925 | |
| Number of Years with Current Firm: | 1 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs |
| Foreign Languages Serviced: | English, Spanish |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management |
Services |
| Investment Types: | Commodities, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, Variable Life, Annuity, Health, Life, Variable Annuity |
Firm Information |
| Advisor's Number of Clients: | 150 |
| Advisor's Number of Managed Clients: | 150 |
| Advisor's Number of Planning Clients: | 150 |
| Assets Managed by Advisor: | $221,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets |
Education |
| Master's of Business Administration - Finance | Baruch College - New York, NY 08/25/2015-06/15/2017 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
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
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