Chris Pitera

Credentials:
  • LUTCF®

Focus: Insurance Strategies, Business Owners, LGBTQ, Investment Strategies, Retirement Income Planning, Financial Education, Estate Planning, Business Succession Planning, Group Benefits, Risk Management Strategies, Charitable Giving

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Education

Penn State University (1988-1992)

See Chris’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Chris

*Fields are required

Coastal Wealth - Plantation

Satellite Office

1200 S. Pine Island Road, Ste. 350
Plantation, FL 33324

CRN201912-180567