Davie Kaplan, CPA, P.C.
Christopher L. Sassone, CFP®, CLTC, is a seasoned financial advisor with over 15 years of experience in the finance industry. Currently employed at Davie Kaplan, CPA, P.C. since June 2009, Christopher specializes in developing tailored financial roadmaps for clients using innovative strategies to enhance wealth growth and protection. Previously, Christopher held roles as a Private Wealth Manager at Lincoln Financial Advisors and as a financial advisor at Charles Schwab, where the focus was on helping individuals achieve their financial objectives and providing consultation on small business 401(k) plans. Early in the career, Christopher gained experience as a network engineer at TR Services. Christopher holds a Bachelor of Science degree in Business Administration and Management from the State University of New York at Fredonia.
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Davie Kaplan, CPA, P.C.
Serving Rochester, NY, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table. Our team of accountants, business consultants and wealth advisors take a comprehensive approach to financial planning, supporting business owners, individuals and families. Davie Kaplan was named a 2023 Top Workplace in Rochester for the 7th consecutive year, and ranks as one of the Best Companies to Work for in New York in 2023. Member of FINRA, SIPC (www.FINRA.org, www.SIPC.org) Please visit www.avantaxwealthmanagement.com/social_policy/ for more information Investment advisory services offered through Avantax Advisory Services℠. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory Services℠. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC., is not affiliated with Avantax Investment Services℠. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.