I'm Chris Vazquez, a seasoned private wealth advisor at Osaic. Over the span of my 20-year career,
I've had the privilege of serving clients across the United States alongside a talented team of 10
private wealth advisors and 5 administrative professionals, operating from our three bustling oƯices
in New York.
My journey began at St. John's University, where I earned my degree in business, laying the groundwork for my career in financial advisory. Armed with certifications including Series 7, 66, and life and health, I bring a comprehensive skill set to the table, empowering me to provide tailored solutions to my clients' financial needs.
In my role, I specialize in retirement planning, income planning, tax planning, and estate planning, guiding my clients through the intricacies of wealth management with precision and care.
Beyond my professional endeavors, family is at the heart of my life. Married with three children and two grandchildren, I cherish every moment spent with loved ones. Fluent in both English and Spanish, I value the opportunity to connect with clients from diverse backgrounds, bridging cultural and linguistic gaps effortlessly.
With a commitment to excellence and a wealth of experience under my belt, I strive to embody integrity and proficiency in every aspect of my work as a private wealth advisor.