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Chris J. Liparoto
Wealth Management Advisor, Managing Director @Merrill Lynch
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WORK HISTORY
Wealth Management Advisor, Managing Director @Merrill Lynch
My team consists of several professionals with decades of combined experience providing outstanding wealth management, lending, trust, and business services. We believe in helping our clients across multiple generations pursue their financial goals by offering meaningful advice and exemplary service to build customized strategies that fulfill their life priorities. We are determined to uncover what keeps you awake at night and offer strategies that are easily understood and implementable.Every strong relationship is built upon trust. Working in the client\'s best interest, my team continually strives to earn the trust and confidence of our clients. We are proud to be the lifetime resource for our clients and their families on their journey to financial independence, and we look forward to being a part of the solutions to help meet their goals and overcome their financial challenges.I earned the Certified Investment Management Analyst® designation through the Investment and Wealth Institute™ and the Chartered Retirement Planning Counselor℠ designation through the College for Financial Planning Instituted Corp. I also hold the Certified Plan Fiduciary Advisor® designation from the National Association of Plan Advisors. Prior to joining Merrill, I graduated from Michigan State University with a degree in Economics and an emphasis in Sociology.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for investment management professionals.
EDUCATION
Michigan State University
Bachelor's Degree
University of Pennsylvania - The Wharton School of Business
IMCA Certified Investment Management Ana
ABOUT CHRIS J. LIPAROTO
Chris J. Liparoto, Managing Director, Wealth Management Advisor, CIMA®, CPFA®, CRPC™. With over 30 years of experience providing wealth management advice and services, I help clients across multiple generations preserve, grow and transfer their wealth. Having made my first stock purchase as a teenager and watching my parents plan for retirement with the guidance of a financial advisor, I was drawn to a career as a Merrill Lynch Wealth Management financial advisor with the intention of helping others achieve financial independence. Working closely with families, business owners, retirees and professionals, I support clients in pursuing their financial goals by building disciplined strategies customized to their life priorities. I focus on wealth management and investment-based strategies, estate and wealth transfer and money management selection. I also help small businesses meet their needs with financing and strategies related to treasury management and merchant services. I currently reside in Oakland Township with my wife and four boys. Having four young sons involved in sports and music, my wife and I spend a great deal of our time at their games, tournaments and events. We enjoy traveling as a family and exposing our boys to different cultures and climates. One of our favorite destinations is Colorado, where we visit annually to mark the end of each summer. I also spend my time staying active in our community. I have served on various governing boards for nonprofit charitable organizations for over 15 years. Currently, I serve on the Board of Directors for Notre Dame and Marist Academy, our local K - 12 school in Pontiac, Michigan. Website: https://fa.ml.com/theliparotogroup Telephone:(87••••••28 *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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