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Chris Jennings (CFP®)

Chris Jennings focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Divorce Planning
  • Financial Psychology/Coaching
  • Generation X
  • Medical Professionals
  • Millennials

Planning Specialties

• Life Transitions & Financial Triage ("Land on Your Feet"): Short-term, fixed-fee guidance (usually 1-3 weeks, up to 30 days) to solve 1 to 2 pressing decisions around an inheritance, divorce, career move, or sudden retirement. • Diagnostic Financial Planning ("The Foster Program"): A deeper engagement (usually 4-8 weeks, up to 90 days) covering 3 to 5 core areas of your finances, with a "Cat’s Eye View" snapshot and actionable deliverables. • Behavioral Coaching & Financial Guardrails: Navigating the emotional weight of money by balancing math with peace of mind (like paying off a low-interest mortgage), stress-testing worst-case scenarios, and acting as an objective "analytical shield" for family money requests or setting boundaries with adult children. • Multi-Generational Gifting & Charitable Giving: Structuring family support for unity rather than friction ("fair vs. equal" gifting, gifting appreciated stock vs. cash, intra-family home-buying help, and tracking equitable bequests), plus tax-efficient philanthropy via Donor-Advised Funds (DAFs), charitable bunching, and QCDs. • Strategic Tax & Retirement Planning: Retirement income planning, in-plan Roth conversions, Social Security and pension optimization, and strategic inherited IRA distribution planning (beneficiary timing, RMDs, etc.). • NY Real Estate & Co-op/Condo Due Diligence: Rent-vs-buy analysis and financial due diligence for NY co-ops, condos, and homes across the Bronx River corridor including but not limited to Bronxville, Tuckahoe, Eastchester, Yonkers (including Crestwood, Cedar Knolls, etc.), Hartsdale, Scarsdale, and NYC. • Sorting the "Financial Junk Drawer": Judgment-free organization of scattered accounts, 529s, Roth IRAs, and portfolio diversification. You don't need to have everything figured out to reach out. In fact, that's the point. Schedule a brief, no-pressure introductory call directly on my calendar here: https://calendly.com/bronxriveradvisory/curious

Additional Information

I started Bronx River Advisory because most people don’t need a massive financial plan or a lifelong commitment on day one—they need a clear answer to the question right in front of them, especially when life has just changed. I built this practice to be the opposite of high-pressure pitches and confusing jargon. Whether you are navigating an inheritance, a career shift, a divorce, or a retirement decision, my role is to be an objective sounding board and a guardrail around your biggest choices. I don't expect you to walk in with a neatly organized binder of statements; I expect you to walk in with questions, concerns, and a desire for clarity. I lead with curiosity, thoughtful education, and a structured plan of action—starting small with a defined engagement, a fixed fee, and a clear 1-page "Cat’s Eye View" summary so you can experience what fee-only fiduciary advice actually feels like before deciding whether to go further. While you always work directly with me one-on-one, my practice is backed by the operational and compliance infrastructure of XYPN Sapphire. From my office at 51 Pondfield Road in Bronxville Village, I meet in person (by appointment) with neighbors across the Bronx River corridor—including Bronxville, Tuckahoe, Eastchester, Scarsdale, Yonkers (including Crestwood, Cedar Knolls, etc.), White Plains, and surrounding Southern Westchester communities—and work remotely via video with clients throughout the tri-state area and beyond. You don't need to have everything figured out to reach out—that's actually the point. Schedule a brief, no-pressure introductory call directly on my calendar here: https://calendly.com/bronxriveradvisory/curious

NAPFA Start Date

October 04, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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