Christopher R. Cacchiola,
CPWA®, CIMA®, CRPC®
Chris’ passion is strategic financial planning. He combines his investment experience with application and strategic positioning in all aspects of financial planning, including tax, retirement, and estate planning, as well as insurance analysis.
Chris joined Mercer Advisors through the Beacon acquisition in 2018 and has been with Beacon since 2011. Our clients appreciate his personable manner and ability to explain complex topics in relatable terms. He is our resident expert in the technology to explore all financial planning options to help clients achieve their goals by creating customized short- and long-term financial plans.
Previously, Chris was a financial planner with Ernst & Young, where he served in the Employee Financial Services division. Chris holds the following designations; Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor (CRPC®), Certified Private Wealth Advisor (CPWA®) and is FINRA Series 65 licensed.