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Chris Jennings (CFP®)

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

  • Generation X
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Millennials
  • Novice Investors
  • Retirement Planning & Distribution Rules

Planning Specialties

Click here to schedule a Discovery Session

Additional Information

We are happy to schedule a no-obligation 30-minute complimentary phone call.

Click here to schedule a Discovery Session

Charitable Giving Resources Authored by Chris Jennings, CFP®

Read Donor-Advised Funds 101: A Smart, Flexible Way to Make Charitable Donations

Read Qualified Charitable Distributions: Tax-Free Giving from Your IRA

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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Visit Website Download vCard
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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This Office

521 Fifth Ave 15th Floor New York, NY 10175 Phone: +1 (914) 202-8709
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