Chris Carosa 
Chris Carosa M.B.A. is the President of Carosa Stanton Asset Management, LLC, and serves as the Chairman of the Bullfinch Fund, a family of flexible no-load mutual funds, frequently ranked in the top ten nationally by Lipper. He has extensive national media experience including Reuters, Barron’s, the New York Times, CNN, the BBC, The Journal of Financial Planning, Advisor Today magazine and FOX Business Network.
He is a Certified Trust and Financial Adviser, Chief Contributing Editor to FiduciaryNews.com, a highly-respected industry watchdog and news organization and author of Hey! What’s My Number? How to Improve the Odds You Will Retire in Comfort and From Cradle To Retirement: The Child IRA.
He is a Certified Trust and Financial Adviser, Chief Contributing Editor to FiduciaryNews.com, a highly-respected industry watchdog and news organization and author of Hey! What’s My Number? How to Improve the Odds You Will Retire in Comfort and From Cradle To Retirement: The Child IRA.
Category: Financial Planning
Interviews with Chris Carosa »See all
Chris Carosa joins Jim Blasingame to explain how a child IRA works for the person paying into it, and how it benefits the child recipient, plus possible penalties
Chris Carosa joins Jim Blasingame to reveal how a parent or grandparent could contribute to a Child IRA for a few years and result in a significant fund when that recipient retired.
Chris Carosa joins Jim Blasingame to discuss some of the ways to establish customer engagement – like selfie videos – that foster relevance and trust.
Books by Chris Carosa
You tell your child to study hard, get into a good college, start on a good career track. Why? So your child can retire in comfort. But, what if there’s a way to jumpstart your child’s retirement before your teen graduates from high school? The Parent’s Guide to Turning Your Teen Into a Millionaire describes precisely how to do this. And it’s incredibly easy.
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