About Me

Francis Chimenti, Director – Investments, is a dedicated financial advisor with over 25 years of experience in providing wealth management solutions. As a father of three boys and a devoted husband, Francis understands the importance of family and financial security. Recently relocated to North Carolina, he continues to maintain his office in New York, serving clients with the same commitment and expertise.

Specializing in guiding individuals and businesses through transitional phases, particularly in the technology, healthcare, real estate, and construction industries, Francis collaborates with other experts to fulfill comprehensive wealth management strategies. His role as a steward of wealth is to purposefully guide clients, treating them as friends and family.

Francis joined Oppenheimer & Co. Inc. in 2012 and was recognized as a Portfolio Manager in the Omega Portfolio Management program. Coupled with his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification issued by the CFP Board | Certified Financial Planner Board of Standards, Inc., this reflects his deep understanding of crafting personalized wealth strategies that are both informed and ethical. His approach is grounded in a realistic, fact-based methodology, focusing on long-term financial health and security.

For Francis, wealth management is not just about managing assets; it's about empowering clients to achieve their financial aspirations with confidence. He works collaboratively with clients to navigate market fluctuations and life's milestones, ensuring their financial goals are met with strategic and thoughtful planning.