Chris Carosa 
Chris Carosa M.B.A. is the President of Carosa Stanton Asset Management, LLC, and serves as the Chairman of the Bullfinch Fund, a family of flexible no-load mutual funds, frequently ranked in the top ten nationally by Lipper. He has extensive national media experience including Reuters, Barron’s, the New York Times, CNN, the BBC, The Journal of Financial Planning, Advisor Today magazine and FOX Business Network.
He is a Certified Trust and Financial Adviser, Chief Contributing Editor to FiduciaryNews.com, a highly-respected industry watchdog and news organization and author of Hey! What’s My Number? How to Improve the Odds You Will Retire in Comfort and From Cradle To Retirement: The Child IRA.
He is a Certified Trust and Financial Adviser, Chief Contributing Editor to FiduciaryNews.com, a highly-respected industry watchdog and news organization and author of Hey! What’s My Number? How to Improve the Odds You Will Retire in Comfort and From Cradle To Retirement: The Child IRA.
Interviews with Chris Carosa
How a Child IRA works for the donor and the recipient
How to help your child fund their retirement
You have to engage with customers before selling
Using technology and humanity to connect with customers
Will a Biden administration be like the Obama years?
Will social investing rules impact your retirement?
Why MEPs and PEPs are good news for small business retirement planning
Could you still become a 401k millionaire in the future?
Why MEPs and PEPs are good news for small business retirement planning
Could you still become a 401k millionaire in the future?