Constantine J. Kitrinos, CPFA
Managing Partner | Financial Advisor
Office: (585) 484-1400
Toll-Free: (800) 480-1580
Constantine was a founding member of Monarch Wealth Management back in 2014, responsible for developing the firm's corporate infrastructure and implementing a systematic process of investment management. He focuses on retirement strategy, asset management, and consulting with individuals and business owners. Thinking outside the box and looking for alternative solutions is common ground for the strategic method and process he uses with his clients. Retirees worry about the next chapter of life and he works with them focusing to minimize everyone's biggest fear; running out of money. As a CERTIFIED PLAN FIDUCIARY ADVISOR, he serves as a guide to plan sponsors, business owners, and as a mentor to retirement plan participants as he provides education sessions and one-on-one meetings throughout the year.
An ideal client of his is someone needing financial counsel as they navigate to achieve their goals through detailed planning. Most prospects are referred by existing clients or centers of influence like accountants, attorneys, or business owners. Others have gained access to him through various media outlets he has actively contributed to over the years. Constantine proudly helps to raise the bar when it comes to financial literacy by giving back to clients and those looking to learn more through his Financial Model Blog, Monarch Insider Newsletter, and his weekly PennyWise Financial Podcast. He has a passion for helping people reach their financial goals and using a process, open communication, consultative approach, and careful planning. His extensive investment experience is preceded by earning a bachelor's degree in Political Science with a concentration in interdisciplinary. The plans crafted for his clients are done using a well-thought-out process, careful consideration, and customized to address the needs of the specific client.
In his free time, he enjoys traveling, sports, music, cooking and spending time with his family. International travel is where he loves to learn more about the culture, food, art, and history of the places he visits. Outside of work, Constantine devotes time to helping those with big dreams when he serves as a wish grantor for the Make a Wish Foundation. He lives on the east side of Rochester, NY with his wife and son.
Want to schedule a meeting with Constantine? You can do so online right here. SCHEDULE A MEETING NOW