Hudson Valley residents have been seeking Chris Cantele’s financial guidance for more than 11 years. As an HVFCU Financial Services Consultant, Chris is experienced in Portfolio Review, Retirement Planning, Estate Planning, Asset and Income Protection and Wealth Accumulation for individuals and businesses. He is dedicated to taking a consultative approach in helping people define and work towards their financial goals. Through planning and education he helps members protect their savings and help reduce their income taxes.
Chris was chosen as a Five Star Wealth Manager in 2011 for the Hudson Valley Region. This select group of wealth managers was identified for being exceptional in both their ability and their commitment to overall satisfaction. Fewer than seven percent of the 4,700 wealth managers in the
Hudson Valley area were selected.1
In 2012, Chris was promoted to Producing Sales Manager, responsible for assisting in the development and training of the HVFCU Financial Services Consultants. He is also certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance
His mission is to offer members personalized options that allow them to make informed financial decisions. In addition to meeting personally with members, Chris also conducts a number of free, educational seminars and workshops on timely topics such as Social Security–More Than Meets the Eye, The Road to Recovery, Retirementology, and Estate Planning.
Chris is working towards obtaining CFP® certification. The CFP® Board is a professional regulatory organization acting in the public interest by fostering professional standards in personal financial planning. The CFP® Board establishes and enforces education, examination, experience and ethics requirements for CFP®.
Chris is a longtime resident of Dutchess County, where he resides with his wife and children.
1 The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA /SIPC. Insurance products offered through LPL financial or its licensed affiliates. Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
LPL Financial representatives offer access to trust services through The Private Trust Company N.A, an affiliate of LPL Financial.