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Christopher Cvitan, CFP®

Christopher Cvitan, CFP®

Assistant Vice President
Relationship Manager

Chris is an Assistant Vice President and Relationship Manager with the firm-wide team providing comprehensive financial planning advice.  He collaborates with all groups within Beacon Trust, leveraging the diverse and expansive expertise to deliver high quality financial planning and tailored wealth management services to help clients and prospects reach their goals.

Prior to joining Beacon Trust, Chris has held positions at Merrill Lynch, Morgan Stanley and MassMutual before serving most recently as Lead Financial Advisor for an independent wealth management firm. 

Chris is experienced in all matters related to overall wealth management, including market trends, investment management, cash flow analysis, tax planning, education planning, retirement planning, and trust and estate planning.

Chris graduated from James Madison University with a Bachelor’s in finance before earning a Certificate in Financial Planning from Fairleigh Dickinson University.  He is a fully licensed, CERTIFIED FINANCIAL PLANNER™ professional.