Chris Cristallo, CFP®
Benedetti, Gucer & Associates| BEAM Wealth Advisors
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Company Overview - Overview: Beam Wealth is an independent retirement plan advisory firm dedicated to helping employers build and
sustain better 401(k) plans. We combine disciplined governance,
objective advice, and long-term partnership to support employers
and the employees they serve.
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What We Do – We partner with employers to simplify retirement
plan decisions, control costs, and deliver better retirement
outcomes for their workforce.
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Background - Chris Cristallo, CFP® is a retirement plan
advisor at BEAM Wealth. He joined the firm in 2019 after working
at a large employee benefits organization and brings a strong
foundation in retirement plans and financial services. He earned
his MBA from Mercer University’s Stetson School of Business and
Economics and holds the CERTIFIED FINANCIAL PLANNER™
designation. Christopher lives in Atlanta with his wife, Liz, and
their sons, Luke and Grant, and enjoys spending time
outdoors—especially fly fishing.r Money”.
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Who is a good networking partner - A good networking partner is a
professional who serves the same client base but in a
complementary role, such as CPAs, ERISA attorneys, payroll
providers, or benefits consultants. The best partners are reliable,
communicate clearly, and focus on delivering real, practical value
for the clients they support.
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Who is a good referral – A good referral is an organization with
roughly 25 to 1,000 employees across most industries, as well as
smaller professional services groups such as law firms, medical
practices, and dental offices that value structure, guidance, and
long-term planning. A good referral is an owner, head of HR,
CFO, or executive who is directly involved in retirement plan
decisions or has influence over who makes them.
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Introduction Statement: I would like to introduce you to Chris
Cristallo, a retirement plan advisor who works closely with
employers on plan strategy, costs, and governance. I thought it
would be worthwhile for you to connect as you review your plan
and consider potential improvements.
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Contact info:
Chris Cristallo, CFP®
Benedetti, Gucer & Associates
7000 Peachtree Dunwoody Rd.
Building 6, Suite 100
Atlanta, GA 30328
404-602-0034
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