Christopher Dacey

About Christopher Dacey

Christopher Dacey is a dedicated Financial Advisor with over 24 years of experience guiding individuals and small businesses toward their financial goals. Known for delivering independent, thoughtful advice, Christopher specializes in crafting tailored strategies designed to help clients build and protect their wealth across all stages of life.

Christopher’s practice is built on a foundation of genuine care and client-first values. Every client relationship is rooted in trust, transparency, and a deep understanding of each person’s unique financial journey. He places high value on the power of in-person, face-to-face meetings, believing they are essential to building stronger, more lasting client relationships. These personal interactions create space for open dialogue, clearer understanding, and customized financial planning that reflects each client's goals and concerns.

 Whether he's sitting across the table during a comprehensive financial review or meeting one-on-one to navigate complex decisions, Christopher is fully present and accessible. His commitment to being available in person not only enhances communication, but also ensures clients feel confident and connected throughout the planning process.

Hands-on and highly responsive, Christopher ensures that his clients feel heard, supported, and empowered throughout the planning process. From retirement strategies to wealth preservation, his top priority is helping others pursue long-term financial confidence through a personalized and relationship-driven approach.

A graduate of the State University of New York at Albany, Christopher holds FINRA Series 6, 7, 63, 65, and 66 licenses through LPL Financial, along with a New York State Life, Accident & Health License. Christopher resides in Latham with his family and is actively involved in numerous Capital District Organizations.

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