Chris Jennings, CFP®

Chris Jennings is an education-first advisor who helps people in transition bring clarity and confidence to their financial lives. With more than a decade of experience, he guides clients through tax-efficient investment and spending strategies, legacy planning, and charitable giving.

Chris tailors his approach to each client’s goals and circumstances. Rather than subscribe to the “white picket fence” narrative, he positions himself as a guardrail between clients and their biggest financial decisions, offering calm and judgment-free support. He leads with financial literacy, making complex topics feel approachable, from understanding Roth IRA contributions to advanced inherited IRA withdrawal strategies.

Many of Chris’s clients are single professionals navigating long-term choices, including home purchases in New York City. He supports them through what can be a multi-year process, guiding clients through financial due diligence on co-ops and condos to help avoid costly missteps. His work also includes optimizing employer benefits, navigating stock grants, and implementing advanced retirement strategies such as in-plan Roth conversions.

Outside the office, Chris supports animal rescue groups through his personal DAF, Cash the Cat Giving Fund, is a proud uncle of five, and enjoys winter escapes to warmer places.

Previous Experience

• Financial Planner at Heron Wealth
• Customer Support Advisor at IFC Personal Money Managers
• Financial Advisor at Merrill Lynch

Education & Credentials

• BS, University of Scranton, Finance
• CERTIFIED FINANCIAL PLANNER^®

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.