Christopher Carelli

Christopher Carelli

Partner - Financial Planner

Chris joined Carr Financial Group as a Financial Advisor in 2014, bringing over a decade of experience working with entrepreneurs, high net worth clients, and families that are motivated to achieve their definition of success. His areas of expertise are focused on investment management, reducing tax liability and wealth distribution strategies.  Chris' prior experience as a bond broker/trader have provided him with knowledge of the credit markets and a clear understanding of how to manage various risks inherent in the financial markets. 
 
Chris holds his series 63, 66 and 7 registrations through LPL Financial.  He is committed to mastering all aspects of the financial planning process through continued education. 
 
Chris was born and raised in Worcester, MA. He currently resides in Holden, MA with his wife and his two sons.  Chris enjoys coaching his sons' sports teams, golfing and spending time with his family and friends. He is actively involved in the Worcester Boys and Girls Club and other local not for profit organizations.