Chris Rondinelli

About Chris Rondinelli

I am Financial Advisor with Seven Fields Wealth Management. My mission is to help clients live a life of financial independence by acting as their personal Chief Financial Officer (CFO). I specialize in retirement planning and retirement living. I also help clients address goals by focusing on the following areas:* Retirement Goal Planning - how to strive to work towards financial independence * Retirement Income Planning - how to generate the income you need * Social Security Planning - how to maximize your benefits * Medicare Planning - how to minimize your health care costs * Long-term Care Planning - how to protect yourself, your loved ones, and your assets * Estate Planning - how to prepare your legacy I have been in the financial planning industry for over 10 years. I earned a bachelors degree in Economics with a concentration in Finance from the University of North Carolina at Chapel Hill. I hold the following registrations: Series 7, 63, with LPL Financial, 65 with Good Life Advisors and licenses for Life & Health. I am also a member of the Financial Planning Association.\'Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please see the \'Contact Info\' section above. Investment Advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Seven Fields Wealth Management are separate entities from LPL Financial.\' The financial professionals associated with LPL Financial 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Experience

1. Partner Financial Advisor

   Seven Fields Wealth Management

   Jul 2013 — Present · Seven Fields, PA

Education

• University of North Carolina at Chapel Hill

  Bachelor of Arts (B.A.)

  1992 — 1996

Skills

• Securities
• Life Insurance
• Finra
• Wealth
• Investment Strategies
• Retirement Plan Consulting
• Series 63
• Series 6
• Asset Allocation
• Series 7
• Iras
• Mutual Funds
• Estate Planning
• Investment Management
• Investment Advisory
• Wealth Management
• Fixed Annuities
• Retirement Planning
• Personal Financial Planning
• Financial Advisory
• 401k
• Retirement
• Variable Annuities
• College Education Planning