Chris Puhalsky, Financial Consulant for Caritas Financial, develops custom retirement income plans, selects and reallocates strategic investment portfolios, and facilitates tax and estate planning.
Chris began his financial services career in 1994 and brings experience to Caritas Financial from both the independent (LPL Financial) and institutional services areas before joining Caritas Financial in 2017.
Chris received his Bachelor of Science in Business Administration from Bowling Green State University where he was President of the Purchasing Club and Vice President of American Production and Inventory Control Society. He currently holds his Series 7 (General Securities), Series 52 (Municipal Securities), Series 63 (Uniform Securities Agent through LPL Financial), Life, Health, Variable Annuity, Certified Worksite Instructor, and candidate for the CFP® certification. Outside of work, Chris enjoys coaching competitive youth athletics.
Securities registrations held through LPL Financial.