The Seasoned Montis Financial, LLC Team
Christopher J. Dalto, MBA, JD, CFP
Mr. Dalto is a principal and the president of Montis Financial, LLC. His role includes management of all client relationships and he serves as the firm's Chief Compliance Officer.
Mr. Dalto received his Bachelor of Science in Environmental Geography, cum laude, from Ohio University. He continued his education at Suffolk Law School in Boston where he earned a Juris Doctorate degree and a Masters in Business Administration. Mr. Dalto became a member of the Massachusetts Bar in 1999.
Christopher is a Certified Financial Planner licensee (CFP®), is a member of the Financial Planning Association, the American Bar Association, the Massachusetts Bar Association, and the Boston Bar Association. He has been a member of the Board of Directors of the Financial Planning Association of Massachusetts.
Mr. Dalto began his career as a law clerk at William D. Mahoney and Company, located in Sudbury, Massachusetts, where he specialized in providing estate planning services for high net worth individuals. After graduating law school, Mr. Dalto joined Delessert Financial Services in 1999 and later served as president during his tenure.
Active with the media, Christopher has been interviewed and featured in publications such as the Wall Street Journal, Business Week, Boston Herald, the Boston Globe, CNN.com and Channel 7 News in Boston.