Christopher Conigliaro, CFP®
We Plan for All the Seasons of Your Life.
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Seasons of Advice Wealth Management
Christopher Conigliaro, CFP®
New York, NY
Serving Clients Nationwide
We Plan for All the Seasons of Your Life.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Owning a Business
- Socially Responsible Investing
- Taxes
About Christopher Conigliaro, CFP®
Chris Conigliaro, a 1993 Hofstra University graduate, has been in the financial services industry for more than 27 years. After stints at Merrill Lynch and Oppenheimer, the Seaford, Long Island, native joined Ameriprise, where he met Charles.In addition to co-authoring Financially SECURE Forever: The Seasons of Advice Solution with Charles, Chris continues leadership roles in both the wealth advisory and consulting practices.
Chris lives in Bedford, N.Y., with his wife Victoria and their three children. Son Lucca and daughters Alexis and Riley keep him close to home, but he relishes family time and volunteers with the local youth sports leagues. He currently serves as president of girls’ softball for the Armonk Baseball League.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
120 West 45th Street, 14th Floor, New York, NY 10036
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule time for an introductory conversation. We'll get to know each other and listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About Seasons of Advice Wealth Management
For over three decades, our team at Seasons of Advice Wealth Management has helped our clients make relevant and effective financial choices to help them comfortably and confidently build wealth. We are experienced and independent professionals who have the knowledge, inspiration and practical expertise that can make an important emotional and financial difference in your family’s financial security and success.We Plan for All the Seasons of Your Life
Ours is a unique approach to a traditional discipline. Addressing your finances according to the seasonal flow of your life — and your money — aligns with natural processes. The Seasons of Advice process has a natural rhythm, one that aligns with the way you experience life. By giving our work together a context that is constant and reliable, all financial matters receive proper consideration, so you can make more effective choices and keep your wealth-building momentum moving forward.
❄️ Winter: Goal Tracking
The main purpose of the Goal Tracking season is to analyze and discuss how we are progressing with each of your goals. This is where we recalculate where you stand, re-evaluate our assumptions and possibly re-set our strategies moving forward.
🌱 Spring: Asset Allocation
In Asset Allocation we take into consideration your risk tolerance, investment time frames etc. We then set the Investment model we will be using for the next 12 months.
🌞 Summer: Family, Security and Cash Flow Review
This season will focus on cash flow ensuring you are properly positioned for your short term cash needs. Insurance and estate planning strategies are reviewed. Additionally, we discuss intergenerational issues and employee benefits.
🍂 Fall: Tax Planning
This season is designed to make sure your taxes are organized as much as possible. We reach out to your accountant to work with us to help you make appropriate tax decisions, not only to save taxes in the current year but also for the long run.
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At Seasons of Advice Wealth Management, we are committed to helping you achieve your financial potential. Contact us today to schedule an introductory call. We look forward to speaking with you.
Education
Hofstra University, BBA, Business
Hobbies and Interests
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 20, 2025
My husband and I have been working with Chris Conigliaro for over 20 years. He has successfully guided us through complex financial decisions with clarity and sound advice. We are now retired and credit Chris for helping us achieve our dreams!
Relationship to Financial Advisor: Client as of Oct 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Recommending Seasons of Advice Wealth Management
✅ Wealthtender Certified Advisor Review™
Oct 20, 2025
I have been a client of Chris Conigiliaro’s for over 20 yrs. I began working with him during his days at Ameriprise and went with him when he left to create Season’s of Advice Wealth Management based on my implicit trust in his knowledge, judgement and the positive financial results he produced while handling my portfolio. He and his team are a pleasure to work with helpful, respectful and considerate, demystifying the complex and challenging world of finance and investments (for someone with a creative disorganized mind this has been a godsend) I cannot say enough positive things in regard to Chris & Seasons of Advice, my experience has been entirely positive and Chris has done nothing but grow my portfolio and guide my financial security through the years. I have financial peace of mind thanks to him. I have recommended Chris and the folks at Season’s of Advice to many friends & colleagues through the years and they have had, without exception, the same positive experience and financial growth. I enthusiastically recommend them. ⭐️⭐️⭐️⭐️⭐️
Relationship to Financial Advisor: Client as of Oct 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Chris Conigliaro / SOA
✅ Wealthtender Certified Advisor Review™
Oct 20, 2025
I have been working with Chris and his team for over 10 years. He is someone I trust. Chris is very good at explaining the plan for my account while also listening to my questions and concerns. I always feel part of the decisions that are made. Saad Tahir and the rest of the people at SOA are all very responsive and helpful when I call or email. All Around Great Team.
Relationship to Financial Advisor: Client as of Oct 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
SOA Chris Conigliaro
✅ Wealthtender Certified Advisor Review™
Sep 3, 2025
Chris and I have worked together for the past 20 plus years. I have had many opportunities to join other advisors and after reviewing benefits of continuing outweighs changing advisors Chris understands my financial needs and has delivered good advice in these uncertain times He also worked with us on our estate and insurance plans The team working with Chris is attentive and responsive and trustworthy I wholeheartedly recommend SOA Chris Conigliaro to anyone looking for a trustworthy and skilled financial advisor.
Relationship to Financial Advisor: Client as of Sep 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Trusted Advisor
✅ Wealthtender Certified Advisor Review™
Aug 20, 2025
I was introduced to Chris in 2001 during an information session at my job. I began working with Chris that year, and he has been my financial advisor ever since. When Christ and team moved to SOA Wealth, there was no question about continuing to work with him. Chris understands my financial objectives, has taken the time to understand my concerns and answer my questions, and has provided solid guidance through the years. I trust his expertise and recommendations and am grateful for the partnership with Chris and his team. They are knowledgeable, professional, thorough, and focused on the best interests of their clients.
Relationship to Financial Advisor: Client as of Aug 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Never looked back
✅ Wealthtender Certified Advisor Review™
Aug 4, 2025
I have been wuth SOA since its inception and have know Chris many years prior to that. Guess you can say we have matured together. Chris and his team are responsive, caring, and always willing to listen to my point of view. There is never any pressure to go a certain way . I have always felt secure as their recommendations are followed up with research and I am always provided with information.
Relationship to Financial Advisor: Client as of Aug 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Someone I Trust and Recommend Without Hesitation
✅ Wealthtender Certified Advisor Review™
Jul 28, 2025
I was introduced to Chris by a friend, and I couldn’t be more grateful for the connection. From the start, he brought a calm and steady presence to conversations that could have been overwhelming. He takes the time to listen, explain options clearly, and offer thoughtful guidance without ever making things feel rushed or transactional. What I’ve come to appreciate the most is the trust he’s built over time. His approach is measured, informed, and always aligned with what’s best for the long term. I truly wouldn’t be where I am now without his guidance and the support of the excellent team he has around him. His expertise in retirement planning, investment strategy, and tax planning guidance has been invaluable in helping me feel more confident about the future. I’ve been consistently impressed by his professionalism and care, which is why I’ve confidently referred friends and family members to his practice.
Relationship to Financial Advisor: Client as of Jul 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Financial Dreams Realized
✅ Wealthtender Certified Advisor Review™
Jul 24, 2025
I was referred to Seasons of Advice through a friend several years ago and I've never looked back. My previous advisor had retired and I ended up not hiring another advisor for years until a friend recommended Christopher with great enthusiasm. An appointment was set up to meet and discuss my goals and a financial plan was put in place. I was impressed with his knowledge of the market and his strategic thinking, always focused very specifically on my financial goals. One of my goals was to buy a home in Italy and SOA was integral in making that happen. I am sitting here writing this review from my beautiful home in Umbria. Need I say more?
Relationship to Financial Advisor: Client as of Jul 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Attentive and thorough financial support
✅ Wealthtender Certified Advisor Review™
Jul 23, 2025
I moved to Seasons of Advice after having a less than ideal experience with another investment firm. With SOA I feel that there is a very attentive and thorough approach to their clients. It's never "set it and forget it" approach and they communicate with me on a regular basis. If I ever need to discuss something outside of our set meetings they are very responsive. I also loved that I was able to focus my investments in areas that aligned with my values. With all this turmoil and uncertainty my portfolio has continued to perform well. I feel in very good hands which is the most important thing!
Relationship to Financial Advisor: Client as of Jul 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
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