Did you know that in 2020, the FBI found that senior citizens lost almost $1 billion in the United States due to scams and retirement fraud? This is a startling number and one that shows just how vulnerable our older community is. For people that are close to retirement age, growing their money enough to be comfortable can seem like a daunting task. Scams that spend money in hopes of false returns are growing more and more every day, with the elderly a vulnerable population. For these people, it’s important to have someone like Christopher Letendre by their side.
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Who Is Christopher Letendre?
Chris Letender currently sits as the President of Cape Retirement, one of the most well-respected and well-established wealth advisors in the Massachusetts area. He has been the President since 2013, focusing on helping people close to retirement by providing several services, including:
- Retirement income planning
- Asset management
- Social Security planning
- Medicaid and legacy and estate planning
Chris Letendre is a Professional in Financial Advising
In addition to being a financial advisor working to help those close to retirement age and before plan for a future where they are debt-free and earning a vast amount of money, Mr. Letendre is also licensed to practice as an investment advisor in Texas, Florida, and Massachusetts, having passed the Series 66 Uniform Combined State Securities Law Exam for these states.
This means that Mr. Letendre holds himself to the highest standards, always working in the interest of his clients instead of his own. Chris Letendre also makes it his mission to help people have access to his financial advising services by charging an asset-based consulting fee. This is vastly different from most other advisors, who get paid on commission by selling products.
Christopher Letendre has dedicated his career to giving the best financial advice since 1993. For the past 27 years, he has been working with powerful and well-established firms, including as a stockbroker for Fidelity Investments for 9 years. Mr. Letendre then moved on to work with Merrill Lynch as a VP and Senior Financial Advisor. He finished his career before becoming President of Cape Retirement Wealth Advisors at The Money Mavericks as a Principal Investor.
His combined 27 years of experience have allowed Chris Letendre to have the ability to help others close to retirement or planning for their retirement make smart investments in their future.
Why Services Like Those of Chris Letendre Matter
With so many senior citizens being scammed due to yearning for a get-rich-quick scheme, it’s important to have a financial advisor like Chris Letendre by their side, allowing them to make smart decisions and be aware of all the scams and scammers simply out to take their hard-earned money.
Christopher Letendre also informs his clients of potential issues they may face with a variety of their investment accounts. If he notices that one account needs protective attention in current market conditions, Mr. Letendre will do everything in his power to protect the investments of his clients. He is not a tax advisor, but Mr. Letendre also understands the impact that taxes might have on his clients and their wealth. Thus, he also helps reduce tax impact and informs his clients of the best decisions to make to keep most of what they earn. In this sense, Mr. Letendre takes on a holistic approach to wealth and earnings during retirement.
In addition to working as a financial advisor, Mr. Letendre also has his own radio show, designed to help people make smart retirement investments. The show is called Cape Retirement radio, and it airs not only once a week, but three times a week for the benefit of Mr. Letendre’s clients and those still on the fence about finding a retirement advisor.
Educated and Well-Informed
Chris Letender also has a rich educational background which has allowed him to successfully work in the fields of financial advising and finance management. He is a native of New England, having graduated from Southern New Hampshire University in 1991 with a bachelor of science (BS) in Business, Management, Marketing, and Related Support Services. His education, years as a stockbroker, and experience with retirement accounts and investing have made him one of the most trusted financial advisors in the New England area.
Where Is He Now?
Mr. Chris Letendre continues to work as a financial advisor for his clients through Cape Retirement Wealth Advisors. He now resides in Cape Cod with his beautiful wife and two children. During his free time, he can be found playing golf, boat racingFinancial Advising playing softball with teammates in the New England area. He also dedicates his time to giving back to the community, not through his radio show, but also by giving to various organizations. This includes supporting the Wounded Warriors Foundation, the Leukemia and Lymphoma Society, and the Dana Ferb Cancer Institute.