AdvisorDesk Login


Details

Christopher Beale
Managing Member
chrisbeale@newenglandcapital.com
New England Capital Financial Advisors, LLC
79 Main Street
South Meriden, CT 06451
(203) 935-0265

Chris is founder and owner of New England Capital Financial Advisors, LLC (a Registered Investment Advisor company registered with the SEC) and has been in the financial service industry since 1983. He graduated with a BS from the University of Connecticut, School of Business, majoring in Finance. Chris holds the following designations/licenses:
• Received his CERTIFIED FINANCIAL PLANNER ™ certification in 1993.
• Investment Advisor Representative of New England Capital Financial Advisors, LLC.
• Insurance licensed in long-term care, life, accident, and health with the State of Connecticut. He has also successfully completed the State of Connecticut Long Term Care Partnership Program.

Chris’ involvement in the community and financial planning industry includes the following:

Current:
• Meriden Schools Federal Credit Union, Meriden, CT Board Member & Treasurer, 2012 – present
• Midstate Medical Center, Meriden, CT Board Member, 2013 – present
• National Advisors Holding, Kansas City, MO, Board Member, 2013 - present
• CUNO Foundation, Meriden, CT Distribution Committee Member, 2013 - present

Past:
• International Association for Financial Planning, Connecticut Chapter, President, 1999
• Financial Planning Association. CT Valley Chapter, Chairman, 2000. He has also been a member of the Financial Planning Association since 1990
• Curtis Home, Meriden, CT Board Member, 1990-2001
• Boys & Girls Club, Meriden, CT President, 2010 – 2012
• Boys & Girls Club, Meriden, CT Board Member, 2002 – 2013
• Meriden Schools Federal Credit Union, Associate Board Member, 2008 – 2012
• Wallingford Visiting Nurses Association, Board Member, 1992-1997
• Coached Wallingford Little League for over 10 years and has also coached various levels for Wallingford Youth Soccer League and
• Wallingford Parks and Recreation Basketball.
• Paul Harris Fellow of Meriden Rotary

He is a speaker and seminar leader on various financial planning topics. Chris was recently a presenter at the Connecticut Banking Department Securities Forum in 2010. He also has written articles in various newspapers and trade journals.

His wife, Abby, is a speaker, educational consultant, and author. Her latest book is The Complete Idiot's Guide to Speed Reading. They have two children, Jonathan and Michael.