Christopher Cortese (CFP®)
Christopher Cortese focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- High Net Worth Client Needs
Planning Specialties
Chris Cortese is an Associate Financial Advisor with Wescott, working primarily with principals and financial advisors to develop materials and reports for clients and prospective clients. His responsibilities are related to all facets of financial planning, investment portfolios and wealth management. Chris' role begins with the assimilation and organization of clients' financial information such as their family demographics, financial assets and business and estate documents. It continues with advanced financial analysis and scenario planning, document review and summaries. Chris is a part of the client planning team that then works on the construction and drafting of client solutions.
Additional Information
Wescott has been helping our clients manage their affairs for over 25 years by integrating their financial and life goals with prudent planning and investment guidance. In concert with our philosophy of managing in a risk-reducing manner, our success is directly attributable to the dedication of our skills, values, discipline and resources to each of our clients. Wescott Financial Advisory Group LLC requires a minimum account size of $2,000,000.
NAPFA Start Date
August 08, 2011
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