Chris Pitera

Financial Adviser Representative, Financial Planner

California Insurance License #: 4002117

Preparing for the next step in life isn’t always easy. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients

I was born in Brooklyn, New York and later attended Penn State University. I relocated to Florida in 2005 shortly after getting married and having my first-born son. Soon thereafter I was blessed with boy/girl twins. I am a good listener and realize the importance of doing so. I will make sure to understand your goals/wants/needs and offer advice on how to accomplish them.

I am an avid runner, foodie and lifestyle coach. During my spare time, I`ll be exercising, running a road race or entertaining my friends. I also enjoy giving back to the community by volunteering in local organizations like the South Florida School for Autistic Children and Covenant House.



  • Financial Education
  • Retirement Income Strategies
  • Investment Strategies
  • Insurance Strategies
  • Education Funding Strategies
  • Charitable Giving/Estate Strategies
  • Business Succession Planning
  • Group Benefits
Phone (954) 625-1502
Fax (954) 625-1650