Financial Advisor · CFP®
Christopher Assad
Chris Assad, CFP®, is a financial advisor at Montis Financial, where he specializes in comprehensive financial planning for affluent clients. Chris works closely with individuals and families to help them achieve their long-term financial goals through thoughtful cash flow management, investment management, retirement planning, and estate planning. A central focus of his approach is ensuring clients clearly understand the strategies being recommended and how those strategies align with their unique objectives.
Chris graduated cum laude from Boston College’s Carroll School of Management with a B.S. in finance and marketing. During his time at Boston College, he also studied abroad in Madrid, helping him earn a minor in Hispanic Studies. Committed to ongoing professional development, Chris earned his CERTIFIED FINANCIAL PLANNER™ designation in 2025. Prior to joining Montis Financial, he gained valuable industry experience at Bessemer Trust in Boston, MA and Brown Brothers Harriman in New York City.
Outside of the office, Chris enjoys staying active in the gym, on the tennis court, and on the golf course. He also has a strong passion for cooking and exploring new restaurants throughout the Boston area. As a seasoned and enthusiastic traveler, Chris’ trips have been highlighted by those to Vietnam, Egypt, Italy, and Greece in addition to his time in Madrid. He currently resides in Watertown, Massachusetts.
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