Chris Jennings, CFP®, Wealth Advisor
Chris provides advice that goes far beyond investment selection. Chris primarily works with rising professionals equity awards such as Incentive Stock Options (ISOs) and/or Restricted Stock Units (RSUs).

He regularly assists clients with employer benefits optimization, cash flow management, behavioral coaching, and especially tax planning.

Chris advises clients on Roth IRA conversion strategies and “after tax” contributions to employer sponsor 401(k) plans — commonly referred to as “Mega Backdoor Roth.”

Chris is a member of the National Association of Personal Financial Advisors (NAPFA) where he serves on the Public Policy Committee. NAPFA is the country’s leading professional association of Fee-Only financial advisors. They are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. Their only purpose is to look out for their clients’ overall financial well-being.

NAPFA insists that every NAPFA-Registered Financial Advisor meet the highest competency standards. All NAPFA-Registered Financial Advisors must:

• Meet stiff credentialing and educational requirements

• Be primarily engaged as holistic financial advisors (rather than merely investment or tax advisors)

• Meet the most rigorous continuing education requirements in the industry

• Submit to outside professional review, to ensure that they do not have the conflicts of interest that commissions bring

• Submit a financial plan for review by peers before they can be admitted

Chris@HeronWealth.com
Direct: (914) 202-8709
Zoom Personal Meeting Room

Chris’s experience in financial services spans a decade and includes time spent in a boutique registered investment advisor with a tax planning focus, as well as work at some of the nation’s largest financial institutions.

He earned a Bachelor of Science degree in Finance from the University of Scranton. He is also a graduate of Fordham Preparatory School.

Chris holds the Certified Financial Planner™ credential, which included coursework at Fairfield University in tax and estate planning.

When not designing financial plans, Chris makes regular visits to the New York Botanical Garden and is a member of the Young Garden Circle. He also loves deep-sea fishing and visiting the Jersey Shore with his family. Chris and his wife, Allison, an environmental attorney, reside in Westchester. They are animal lovers and embrace an eco-friendly lifestyle.

Chris is based out of Heron Wealth’s satellite office the Village of Bronxville. If you’re like many of Chris’s clients, your day-to-day life is packed from end to end, so you can schedule an evening or weekend appointment with Chris.