Christopher Zito, CFP®, CRPC®, at UBS Financial Services Inc., provides essential financial guidance tailored to individuals and families often navigating difficult life transitions. While UBS is primarily a financial institution, Christopher Zito’s practice focuses heavily on the social services aspect of wealth management—helping clients plan for life events such as retirement, disability, aging family care, and legacy planning. His approach includes empathetic, comprehensive advising aimed at promoting long-term financial wellness and stability, particularly for clients with unique socioeconomic, familial, or emotional needs.

Christopher integrates behavioral finance principles with in-depth financial expertise, making his services especially relevant for clients experiencing financial strain due to personal challenges. He frequently works with professionals in the elder care, legal, and social service sectors, creating a collaborative network that enhances outcomes for vulnerable individuals. His credentials as a Certified Financial Planner™ and Chartered Retirement Planning Counselor℠ demonstrate his commitment to upholding high ethical and professional standards.

By centering his services around the human side of finance, Christopher Zito stands out as a consultant dedicated not only to wealth preservation, but to supporting clients with compassion and dignity through major life transitions.

Key Services:

– Financial planning support for individuals undergoing life changes (e.g., divorce, elder care, loss of a spouse)
– Retirement and legacy planning with a focus on long-term family well-being
– Coordination with attorneys, social workers, and care managers to support vulnerable populations
– Behavioral finance strategies to help clients make sound emotional and financial decisions
– Investment management tailored to long-term personal and family goals
– Cash flow analysis and planning for those navigating social services or government benefits