Christopher Jennings (CFP®)

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

  • Generation X
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Millennials

Planning Specialties

  • Mega Backdoor Roth
  • Roth conversions
  • Job loss and/or career transition
  • Traditional vs Roth 401(k)
  • Retirement plans for business owners
  • Tax planning, tax loss harvesting
  • Investing a windfall from a life event (e.g. inheritance, legal settlement)
  • Inherited IRA's and related withdrawal strategies
  • 403(b) plans for school & hospital employees
  • Downsizing, state relocation tax considerations (i.e. NY to FL)
  • Vacation homes or investment properties
  • Estate planning services
  • Restricted Stock Units (RSU's) and Incentive Stock Options (ISO's)

 

  • We can analyze and model scenarios to help you make informed choices. Some common questions we see:
    • Are my existing investments too conservative or too aggressive for my goals?
    • Can I afford to retire early and if so, how much less would I have to spend in retirement?
    • Can I afford to purchase a second home and if so would it be a good investment? 
    • How much am I paying for my current investments and are there any cost-effective alternatives?

Click here to schedule a Discovery Session

You can also send me an email at chris@heronwealth.com 

Additional Information

Heron Wealth has physical offices in NYC (Midtown/Upper West Side) & Westchester (Bronxville Village). We work with a variety of professionals who have created thriving businesses and enjoy successful careers, but worry about their personal finances. Our clients range from younger rising professionals to established business owners. 

You are far too busy with work, family, and countless other distractions in today's world. You'd like some help to make the best financial decisions, but aren't sure where to start. You need more than just a suggestion, but seek detailed answers to better understand the advice you're receiving.

If this sounds like you, we would be happy to schedule a no-obligation 30-minute complimentary phone call at your convenience. Together, we will discuss your current financial situation and any concerns, questions, or goals you have.

Click here to schedule a Discovery Session

You can also send me an email at chris@heronwealth.com 

NAPFA Start Date

October 04, 2019

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This Office

205 E 42nd St Fl 20 New York, NY 10017-5706 Phone: (347) 580-5283

Other Offices

141 Parkway Rd Suite 2C Bronxville, NY 10708 Phone: (914) 202-8709