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

You’ve made your career a priority and simply have not had the time to focus on your personal finances. Whether you're looking to retire in the next few years or you're a rising professional just getting start, we can help.

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 ISOs while minimizing upfront costs and taxes?
Restricted Stock Units: Perhaps RSUs 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
Retirement: how soon can you stop working (or transition to a less stressful job) without running out of money?

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