Chris has over 15 years of experience in tax and financial services, working in law offices, CPA firms, and banks. Chris has a high level of knowledge and the skills to serve you in all of your tax needs.
Chris' professional designations include:
CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Enrolled Agent (EA)
Enrolled Agent's are federally licensed tax professional who represents taxpayers before the IRS. Enrolled Agents specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service.
Certified Trust & Fiduciary Advisor (CTFA)
Offered by the American Bankers Association (ABA)
Chris' Education includes:
Master's Degree in Accounting: SUNY Old Westbury
CFP Education Program: Bryant University
Chris lives in Charlestown, Rhode Island with his wife Stephanie and their three children Keira, Colin, and Elise, and their two cats Mara and Finn. The O'Neill's are fond of bike rides through town and summer dinners on the beach. Chris also enjoys coaching his children on their local youth soccer teams.