Chris DiStefano

It’s said that over the course of one’s life, it’s important to be both a protégé and a mentor — advice that holds true for Christopher DiStefano, CFP®, CLTC.

Immediately upon graduating from Bentley College in 1995, Chris knew he wanted to enter the financial services industry. Quickly presented with the opportunity to launch his own practice, Christopher wasted no time. He studied for and obtained the Certified Financial Planner™ Practitioner (CFP®) designation and dedicated his time and energy to building a practice that had a strong educational component at its core; and with that, DiStefano Financial Group was born in 2003.

Now, over 20 years later he plays the role of mentor, guide and coach. Over the years, through the Retirement Planning Today® course, Christopher has taught thousands of pre-retirees and business owners the basics of planning every aspect of their financial life – from investments to retirement income strategies, college planning and long-term care planning, and everything in between.

“Education takes a lot of the anxiety out of planning for the future,” Christopher says of his courses. “When people understand their personal finances, they are better able to make informed and unemotional decisions.”
Christopher resides in Longmeadow, Massachusetts with his family. He and his wife Kristen are strong supporters of charitable causes that help children.

Chris’s licenses include: Series 7, Series 63, and Life and Health