top of page
Constantine, his son and dog sledding
Constantine and advisors in front of the new location ribbon cutting ceremony with the chamber
Constantine, his wife and son
Constantine and his family at Yankees stadium
Nerf Action 23'

Constantine J Kitrinos, CPFA

Make A Wish Logo
Fairport Little League Logo
Evolve Hockey Logo
Bristol Mountain Logo
NAPA CPFA Logo

Constantine was a founding member of the firm responsible for developing the 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 on minimizing everyone's biggest fear; running out of money. As a CERTIFIED PLAN FIDUCIARY ADVISOR, he serves as a guide to plan sponsors and 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 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 both his hockey family and friends. International travel is where he loves to learn more about the culture, food, art, and history of the places he visits. Kids have a special place in his heart and he devotes time to coaching his son's little league baseball team. He also enjoys 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.

Request a Meeting 👇

Make A Wish Logo
Fairport Little League Logo
Evolve Hockey Logo
Bristol Mountain Logo
NAPA CPFA Logo
Financial Model Blog
PennyWise Financial Podcast Artwork

Financial Model Blog Posts

bottom of page