CPC Wealth Management

CPC Wealth Management CPC Wealth Management works with individuals, families and business owners to provide comprehensive financial solutions.

Christopher Calabro CERTIFIED FINANCIAL PLANNER™ professional, aims to deliver a personalized high-touch concierge service Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy o

r completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Procrastination is a top reason people haven't created a will or trust since 2022, with men slightly more likely to dela...
06/19/2025

Procrastination is a top reason people haven't created a will or trust since 2022, with men slightly more likely to delay estate management than women. Even fewer are taking action this year, with 43 percent of those without a will admitting they "just haven't gotten around to it.” In 2025, only 24 percent of survey participants reported having a will, and 4 percent mentioned other estate management documents, a decline from 33 percent with a will in 2022. Time to get it in gear!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

Expanding the family through birth or marriage is the third most common reason Americans have set up wills. However, man...
06/12/2025

Expanding the family through birth or marriage is the third most common reason Americans have set up wills. However, many parents in the U.S. still lack a will to name a guardian for their children. When changes come to the family, updating your strategy becomes super essential!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

06/11/2025

🎉 One year ago today, Taylor Miano joined CPC Wealth Management—and what a year it’s been! From day one, she’s brought professionalism, positivity, and a true commitment to serving our clients.

We’re lucky to have her on the team and excited for everything ahead.

Happy 1-Year Work Anniversary, Taylor! 👏

Although having a child is the fifth most common reason people consider starting an estate strategy, most parents with k...
06/05/2025

Although having a child is the fifth most common reason people consider starting an estate strategy, most parents with kids under 18 still don't have estate documents. It’s time to consider getting the documents together for you and your family!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

Being totally forthcoming about your finances is important when speaking to a financial professional. That means no fals...
05/31/2025

Being totally forthcoming about your finances is important when speaking to a financial professional. That means no false modesty or bogus confidence about your situation. Talk about the things that matter to you, the things that concern you, and above all, ask frank questions!

In 2022, over half of Americans recognized the importance of estate strategy, but findings from a 2025 study show that m...
05/29/2025

In 2022, over half of Americans recognized the importance of estate strategy, but findings from a 2025 study show that more than 50 percent don't have a will today. If that applies to you, today’s the day to turn that around!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

Address

45 Knollwood Road, Suite 101
Elmsford, NY
10523

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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