Christopher Portner

Background

About Christopher Portner

WE SHOULD CONNECT IF YOU ARE:* Approaching Retirement * Consolidating or Rolling-Over your 401ks/IRAs * Receiving a Lump-Sum or Inheritance * Own a Growing Business * Selling Your Practice or Business * Responsible for a Company Retirement Plan (401k, Profit-Sharing, Pension)* Recently Widowed/Divorced and Need a New Plan OR * Current Advisor isn't Meeting Expectations Business-Philosophy Wealth Management is the integration of investment portfolio management and comprehensive financial planning. Our single goal is the financial success and security of our clients, their family, their business and the assets for which they are responsible. We strive to control risk while reaching for optimal returns. In Essence our clients’ goals are our goals. Mr. Portner is a CERTIFIED FINANCIAL PLANNER™ practitioner, Investment Advisor Representative, General Securities and a licensed LHPC agent. As a comprehensive wealth manager he works with high net-worth families toward achieving their goals through investment management, risk management, retirement, tax reduction strategies and estate planning strategies. Professional Education Mr. Portner received his undergraduate degree from Towson University in 1989 in Business Admin. and English. He completed the College for Financial Planning professional education program and passed the CFP® Board Exam in 1998. In 2013 he completed graduate studies through The College for Financial Planning receiving a Master's of Science; Personal Financial Planning. Christopher Portner, M.S, CFP® Financial Planner Heritage Financial Consultants, LLC Lincoln Financial Advisors 307 International Circle, Suite 390 Hunt Valley, MD 21030 Direct: 410.771.5426 Email: Christopher.Portner@lfg.com Administrative Team: Doug Mistler, CFP® Registered ParaPlanner™ Practice Manager Specialties: Portfolio Management, Financial Planning, Retirement Planning (401k), Risk Management & Insurance.