Christopher Zito CFP CRPC - UBS Financial Services Inc.
- One Broad Street Plaza 2nd Floor Glens Falls New York 12801 United States
Profile
Christopher Zito, CFP®, CRPC®, is a Financial Advisor with UBS Financial Services Inc., providing personalized wealth management services to individuals, families, and small business owners in the Glens Falls, New York area. Backed by the global resources of UBS, one of the world’s largest and most reputable financial institutions, Christopher offers comprehensive financial planning that aligns with each client’s unique goals and life stages. His practice specializes in retirement planning, investment strategies, estate planning guidance, and risk management tailored to meet both short- and long-term financial objectives.
Christopher holds the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor® (CRPC®) designations, highlighting his commitment to professional excellence and client-focused service. He places a strong emphasis on building lasting relationships, working collaboratively with clients to develop customized strategies that evolve with their needs. Drawing from the UBS global research platform and advanced planning tools, Christopher provides forward-thinking, holistic advice. His dedication to transparency, fiduciary responsibility, and long-term financial wellness makes him a trusted partner for individuals seeking clarity and confidence in their financial future.
Website: https://advisors.ubs.com/christopher.zito/
Key Services:
– Personalized financial planning
– Retirement income and distribution strategies
– Investment strategy development and management
– Estate planning support and wealth transfer strategies
– Risk management and insurance analysis
– Education funding solutions
– Business succession planning for entrepreneurs
– Access to UBS global research and financial thought leadership
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Contact Info
- One Broad Street Plaza 2nd Floor, Glens Falls, New York, 12801, United States
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Phone: (518) 743-2047
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