Chris Gullotti, CFP®
Chris Gullotti works with families and individuals to help them find answers to the questions they have about their money. He brings a big picture view to each client's situation and works cooperatively with his clients' other financial professionals, including family attorneys, tax professionals and insurance advisers.
Chris earned his MS in Financial Planning from Bentley College and is a CERTIFIED FINANCIAL PLANNER™ professional. He is an active member of the Boston Estate Planning Council and serves on the Board of Trustees for the Foundation for MetroWest. a community foundation that provides support for nonprofit organizations in the greater Boston area.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Phone: 508.598.1082 | E-mail: cgullotti@canbyfinancial.com | Website: www.canbyfinancial.com | LinkedIn: www.linkedin.com/in/chrisgullotti
Latest articles by Chris Gullotti, CFP®
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Practical Ways to Turn Your Philanthropic Dream into a Reality
Charity Maybe you have an undefined notion of how you’d like to make a change in the world. Here’s how to define your mission and then take the next steps to make it happen.
By Chris Gullotti, CFP® Published
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A Responsible Way for Teenagers to Get into Investing? Maybe.
investing Fidelity has a discount brokerage platform just for kids called a Youth Account. It has some protections baked in, along with some opportunity to learn about investing. But there are some dangers parents should know about, too.
By Chris Gullotti, CFP® Published
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Why I’m No Fan of Trading Apps That Treat Investing Like a Game
investing In the wake of the GameStop saga, an investment professional shares his take on the rush of people buying into “hot stocks” only to get into hot water instead. Here’s how these apps hook investors and get them in over their heads.
By Chris Gullotti, CFP® Published
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The Scary Costs of Fight-or-Flight Investing
investing Understanding the fear factors that trigger dire moves can help you stick with your plan.
By Chris Gullotti, CFP® Published
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Hey Parents: Financial 'Adulting' Tips for Your Kids
retirement Here’s how empty nesters can help their children make this crucial transition. Fly, little birds, fly!
By Chris Gullotti, CFP® Published
retirement -
Global Entry: A Travel Investment Well Worth $100
Travel Standing in lines at the airport is one of the biggest hassles of travel. Global Entry can help. Here's how the program works and how you can apply.
By Chris Gullotti, CFP® Published
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Managing Your Monetary Workforce
retirement You are the CEO of your financial world. As such, you should be actively managing your money team members, shuffling them around to the spots where they will serve you the best ... now and in the future.
By Chris Gullotti, CFP® Published
retirement