Christopher Hershey (CFP®, CRPC®)
Christopher Hershey focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Chris realizes it is difficult for people who have worked hard and saved all their lives to start spending some of their wealth in retirement. His goal as a financial adviser is to help clients develop a plan for retirement so that they can have peace of mind about their future and find fulfillment in their retirement. Without going through this planning process, retirees tend to spend a lot time and resources worrying about their retirement and whether they will have enough to achieve their goals. He believes advisers should work together with clients to create a plan and help them stay on track to achieve a successful retirement.
Additional Information
Chris Hershey, CFP®, CRPC® joined the Rodgers & Associates’ team in June of 2019 with over five years of experience in the financial advice industry. Prior to joining the firm, he served as a supervisor of financial planning at eMoney Advisor®—a wealth management technology company based in Radnor, PA. Chris decided he wanted to become a financial adviser when he started to take control of his own personal finances. He was amazed at the level of complexity involved in this process and wanted to help others learn how to make smart decisions with their money. He chose Rodgers & Associates because of their holistic approach to financial planning and their commitment to acting in the best interests of their clients.
NAPFA Start Date
September 10, 2019