Chris Jennings (CFP®)

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

Corporate Executives

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Millennials

Novice Investors

Socially Responsible Investments

Planning Specialties

You’ve made your career a priority and simply have not had the time to focus on your personal finances. You want to make the best financial decisions, but are not sure where to start and you want unbiased advice tailored to your own situation.

My clients include professionals with equity compensation such as ISO’s and RSU’s. Whether your company is already public or there are talks of an upcoming IPO, I can analyze and model scenarios to help you make informed choices. I’m well-versed in platforms such at E*TRADE, Fidelity, Carta, and Shareworks.

Incentive Stock Options: How can you maximize the potential of your ISO’s while minimizing upfront costs and taxes?
Restricted Stock Units: Perhaps RSU’s are a large part of your compensation. Should you sell them immediately upon vesting or hold them?
Mega Backdoor Roth IRA & Roth conversion strategies
Traditional vs Roth 401(k): what percentage of your paycheck should go to each and rationale
Investing a windfall from a life event (e.g. inheritance, legal settlement)
Inherited IRA's and related withdrawal strategies
Tax planning, tax loss harvesting
Early retirement forecasting: how soon can you stop working (or transition to a less stressful job) without running out of money?

Click here to schedule a Discovery Session

Additional Information

Heron Wealth has offices in NYC and Westchester. As a fiduciary, we are legally obligated by the SEC to put our clients’ interests first. We are happy to schedule a no-obligation 30-minute complimentary phone call. Together, we will discuss how to plan now and live well.

Click here to schedule a Discovery Session

If you prefer to speak now, call (914) 202-8709. I am very comfortable receiving calls until 10:00PM EST from Monday through Friday. Ask for Chris, mention you found us on NAPFA. I’m happy to get the conversation started.