Chris  Carosa

Chris Carosa

Chris Carosa M.B.A. is the President of Carosa Stanton Asset Management, LLC, and serves as the Chairman of the Bullfinch Fund, a family of flexible no-load mutual funds, frequently ranked in the top ten nationally by Lipper. He has extensive national media experience including Reuters, Barron’s, the New York Times, CNN, the BBC, The Journal of Financial Planning, Advisor Today magazine and FOX Business Network.

He is a Certified Trust and Financial Adviser, Chief Contributing Editor to FiduciaryNews.com, a highly-respected industry watchdog and news organization and author of Hey! What’s My Number? How to Improve the Odds You Will Retire in Comfort and From Cradle To Retirement: The Child IRA.

Interviews with Chris Carosa »See allInterviews RSS Feed

Chris Carosa joins Jim Blasingame to report on Multiple Employer Plans and Pooled Employer Plans that will become law in 2021, which will help make retirement funding easier and less expensive for smaller businesses.
Chris Carosa joins Jim Blasingame to discuss the history of the 401k method of building a retirement fund, and whether that system will continue to be relevant for the younger generations.
Chris Carosa joins Jim Blasingame to report on Multiple Employer Plans and Pooled Employer Plans that will become law in 2021, which will help make retirement funding easier and less expensive for smaller businesses.