Chris Jennings (CFP®)

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

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Millennials
  • Novice Investors

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?
  • Click here to schedule a Discovery Session

    If you have a time sensitive issue or simply want to get started right away, we are often available outside normal business hours.

    Click here to see if we are open

    and call (914) 202-8709.

Additional Information

Heron Wealth has offices in NYC and Westchester. We do not have minimum asset requirements. We are happy to schedule a no-obligation 30-minute complimentary phone call.

Click here to schedule a Discovery Session

If you have a time sensitive issue or simply want to get started right away, we are often available outside normal business hours.

Click here to see if we are open

and call (914) 202-8709.

NAPFA Start Date

October 04, 2019

Submit
Submit

This Office

66 Palmer Ave Suite 32A Bronxville, NY 10708-3421 Phone: (914) 202-8709

Other Offices

12 E 49th Street 18th Floor New York, NY 10017-1028 Phone: (914) 202-8709