Since 2007, Chris has been guiding families, small businesses, and unique individuals to financial fulfillment. Chris believes that his client’s values drive their financial choices. Therefore, his practice begins with a conversation about these values and the lifestyle priorities that grow out of them. His expertise in risk mitigation and estate planning, in addition to his foundations in financial planning and investment management, help his clients match these values to a personalized, ongoing strategy, one for every step of their financial lives.
Chris is a graduate of Penn State University and The University of Pennsylvania, and he holds the following professional designations: Certified Investment Management Analyst®, Certified Financial Planner™, Chartered Advisor in Philanthropy ®, Chartered Life Underwriter ®, and Fraternal Insurance Counselor. He is also an accomplished musician, podcaster, and author, as well as a lifelong soccer player. He lives in Southwest Center City Philadelphia with his wife, son, daughter, dog, and cat.
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Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.
Securities offered through APW Capital, Inc., Member FINRA/SIPC
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211.
Advisory and financial planning services offered through EisnerAmper Wealth Management & Corporate Benefits, LLC.
EisnerAmper Wealth Management & Corporate Benefits, LLC and APW Capital, Inc. are unaffiliated.