Chris Amon is committed to understanding your situation and customizing a comprehensive financial plan to help you towards your goals. Whether you are an executive at a Fortune 500 company, a small business owner, a doctor, the bread winner of your family or a company ready to go public, Chris and his team can help you translate your goals into action steps. Chris is a motivating catalyst to take the words from the financial plan into immediate action.
With over 22 years of business owner, financial and estate planning experience, Chris Amon delivers the commitment and expertise necessary to create situation-based financial strategies and translate them into immediate, actionable steps. He puts a premium on all of his relationships and believes that a successful engagement can only be realized through a shared vision.
Chris has been the featured speaker at many seminars and training meetings for the public, trade associations, accounting/law firms and financial planning professionals. He is also a Certified Continuing Education Instructor for NASBA (National Association of State Boards of Accountancy).
Chris is a graduate of The University of Connecticut and holds CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor (CRPC®) designation. Chris is also an Actuary and has achieved the Fellow of the Society of Actuaries (FSA) designation.
Chris has served on the board of directors for the Hartford Chapter of the UCONN Alumni Association, The Hartford & Springfield Actuaries Club, and the Entrepreneurial Actuaries Section of the Society of Actuaries.
Chris lives in Glastonbury with his wife, Beverly, and their children.