Financial Advisor | Founder
With more than 20 years of experience, Chris Scalzo is the founder and lead Financial Advisor of Elevate Wealth Planning. Prior to forming his company in 2018, Chris served as the Edward Jones Financial Advisor in Clinton, New Jersey. In this role, he favorably guided the financial affairs of more than 200 clients and families in more than 16 states.
In addition to growing a thriving practice, Chris also served in various leadership positions at Edward Jones. These included mentorship and training of numerous new advisors, recruitment and assessment of advisor candidates, and earning the prestigious achievement of becoming a Limited Partner of the company in 2009.
Chris began his career at The Copeland Companies, a division of Citigroup, as a graduate of Rutgers University. In this position, he garnered in-depth retirement planning experience and obtained the federal and state securities licenses necessary to successfully perform his current advisory role.
As a result of the insight gained during his extensive career, Chris developed his core philosophy as a financial advisor. He firmly believes that all portfolios must be guided by, and serve, a client’s pre-determined financial plan. This plan is similar to the flight plan for air travel—it is an agreed-upon document representing the client’s path to arrive at their ultimate destination or financial goal. Only with a strategic plan can investing be successful.
Chris applies a holistic approach to financial planning; he implements a comprehensive solution to meet a client's current needs as well as long-term goals. He is committed to addressing all questions and concerns enabling his clients to be confident in their decisions. At Elevate Wealth Planning, Chris creates lifelong partnerships which ensure that financial planning is a well-informed and enjoyable journey.
When not in the office "guiding clients to a higher perspective," Chris can be found spending time with his family or cycling up the most challenging hills in his home state of New Jersey.