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Chris Pistone

Financial Advisor at Baird - Helping Families & Small Business Owners Create Sustainable Wealth

Christopher Pistone, CFP® is a Financial Advisor at Baird Private Wealth Management.12 He has been working in the Financial Services industry since 2014.12 Chris is known for his passion and knowledge in the financial services industry, as well as his patience with clients who are less familiar with financial matters.3

As a financial advisor, Chris specializes in:

  1. Developing personalized wealth management processes for clients
  2. Helping entrepreneurs facilitate successful exits from their businesses as they approach retirement5
  3. Assisting families and small business owners in creating sustainable wealth6

Chris is fully licensed and holds the Certified Financial Planner (CFP) designation.12 He is registered with FINRA (Financial Industry Regulatory Authority) and his employment history, certifications, licenses, and any violations can be viewed through BrokerCheck, a trusted tool for verifying financial professionals.4

Clients and colleagues describe Chris as striving for excellence and being dedicated to helping his clients achieve their financial goals.3

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Chris Pistone
Chris Pistone, photo 1
Chris Pistone, photo 2
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Location

Roseville, California, United States