Chris Levene, CFP, Wealth Advisor, Moneco Advisors fairfield, CT

Chris Levene

CFP®
Senior Wealth Advisor
Get to Know Chris…
Favorite part about working at Moneco:
Working with people who show dedication and care for their clients as well as their peers.
Favorite thing to do outside of work:
Hiking, running, and eating.
What I enjoy most about what I do:
I enjoy the fact that our business is centered around the relationships built between clients and their advisors.

Favorites

Quotation: “To give anything less than your best is to sacrifice the gift.” – Steve Prefontaine
Vacation Destination: Glacier National Park, Montana
TV Show or Movie: The West Wing
Band or Music: Classic Rock, Indie Rock
Sports Teams: Irish National Rugby Team, Munster, Blackhawks, Cubs

Chris brings a client-first mindset and a deep commitment to personalized financial guidance in his role as Senior Wealth Advisor at Moneco Advisors. Since joining the firm as a financial planning intern in 2017, he has built his career around helping individuals and families pursue their goals with clarity, confidence, and a long-term perspective.

He is known for his thoughtful approach, empathy, and dedication to building lasting relationships with clients. He has supported families through important life transitions and investment decisions, helping them stay focused on what matters most while navigating change with confidence. Chris has become a trusted presence in his work with clients across New England, splitting time between our Fairfield and our Berkshires office, where he continues to grow relationships and support the firm’s mission of delivering personalized, high-quality financial advice.

Whether guiding a new client through a life transition or refining a long-term investment strategy, he leads with dedication, experience, and a passion for service. His enthusiasm for client service and personal development continues to shape his impact at Moneco Advisors, and most importantly, in the lives of the clients he serves.

Education & Certifications:
Drawing on a strong foundation in finance from Providence College, and leadership experience as an executive member of the rugby team, Chris has quickly advanced through roles at our firm, gaining valuable hands-on experience and mentorship with Moneco’s comprehensive planning platforms and client-focused approach. Chris earned has earned his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2025 and holds his Series 65 license through Moneco Advisors.
Personal:
He resides in Black Rock, CT and outside of work, Chris enjoys hiking, long-distance running, and exploring diverse culinary experiences throughout New England.

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