Chris Mongeon's journey in the financial services industry began in 2010, driven by a passion for helping individuals, families, and business owners navigate some of life's most important financial decisions. Throughout his career, he has guided clients through retirement planning, pension and retirement asset management, business succession considerations, and the complexities of the inheritance process.
Early on, Chris discovered that the most rewarding aspect of his work was building meaningful relationships. He understands that every client has a unique story, set of goals, and vision for the future. By taking the time to understand those individual needs, he helps create personalized financial strategies designed to provide confidence and clarity at every stage of life.
Known for his attention to detail, proactive approach, and ability to anticipate potential challenges before they arise, Chris works to simplify complex financial decisions and help clients stay focused on achieving their long-term objectives.
"From my very first conversations with the Warner family, I knew this was where I wanted to be. Their genuine care for clients, commitment to one another, and dedication to doing what's right immediately stood out to me. The Warner Way aligns perfectly with my own values, making Warner Wealth a natural fit."
Chris and his wife, Stephanie, reside in Lancaster, Massachusetts, with their two sons and two rescue dogs. Outside the office, Chris enjoys spending time with his family and staying active outdoors. He previously volunteered with local car clubs and served as a high-performance driving instructor at racetracks throughout the Northeast. He also spent 14 years coaching youth ice hockey, an experience he treasures for the opportunity it provided to share countless practices, tournaments, and memories with his sons. Today, you'll often find him mountain biking, tackling projects around the yard, or enjoying time outdoors with his family and dogs.
Chris holds FINRA Series 6, 7, 63, and 66 registrations through LPL Financial, as well as Life and Health Insurance licenses.