Christopher Alderson, CLTC®, CFP®
Director of Investments and Financial Planning
Chris serves as Director of Investments and Financial Planning on the staff at ROI Financial Group, where he helps coordinate the firm’s investment strategy and comprehensive financial planning efforts. A native of Williamsville, NY, Chris earned his bachelor’s degree in Economics from SUNY Geneseo in 2002.
He began his career at his family’s business, Promark Agency, expanding the firm’s capabilities by integrating financial planning solutions alongside traditional insurance services. Committed to professional excellence, Chris earned his Certified Financial Planner™ (CFP®) designation in 2009 and his Certification in Long-Term Care (CLTC®) in 2010. He also holds his FINRA Series 6, 7, 63 as well as his Life, Accident and Health Insurance license. He also previously served as President of the Independent Insurance Agents Association of WNY.
Chris spent 15 years with a local financial planning firm, where he managed nearly $200 million in client assets before joining ROI Financial Group in January 2017. Since then, he has worked closely with the ROI team to deliver disciplined investment management and thoughtful, client-centered planning strategies.
Chris lives in Clarence with his wife, Janelle, and their three daughters—Ryley, Gabriella, and Madilynn—along with their two cats, Sunny and Ron Weasley, and their dog, Charlie. Outside the office, he enjoys home cooking, golf, and tennis, and is actively involved in his daughters’ sports and activities. He spends summer weekends at Conesus Lake and proudly cheers on the Buffalo Bills and Buffalo Sabres.
