Chris Santi, ChFC®, CLU®

Chris is a Personal Office® Advisor with NorthRock Partners, bringing over four decades of experience guiding business owners, professionals, and families through the complexities of financial planning and wealth management. He is known for his strategic approach to aligning financial decisions with life goals, and for his dedication to building long-term relationships rooted in trust and results.

Chris specializes in comprehensive planning for business owners and high-net-worth families, including succession planning, key person benefits, and insurance and risk management strategies. His expertise also extends to estate planning strategies, tax-efficient solutions, charitable giving, and multigenerational wealth transfer, helping clients navigate opportunities to protect and grow their wealth across generations.

With designations as a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Portfolio Management Advisor (APMA®), and Certified in Long-Term Care (CLTC®), Chris brings a holistic and disciplined perspective to every client relationship. He is a member of the Financial Planning Association and has been recognized as a Five Star Wealth Manager from 2022 to 2024 for his excellence in client service and results.

Chris believes that great financial advice goes beyond numbers—it creates confidence, clarity, and the ability to make purposeful decisions for today and the future.

Professional Designations and Associations

  • Chartered Financial Consultant (ChFC®)
  • Accredited Portfolio Management Advisor (APMA™)
  • Chartered Life Underwriter (CLU®)
  • Certified Long-Term Care (CLTC®)
  • Five Star Wealth Manager, 2022-2024

Professional and Community Involvement

  • Member of the Financial Planning Association

Personal Life

Outside of work, Chris enjoys spending time outdoors, whether golfing, fly fishing, or simply taking in nature. He and his wife share a passion for food and wine from around the world and always have their next travel adventure on the horizon. With their two sons recently graduated from college, Chris and his wife are enjoying this new chapter together as a family.