Chris  Schiffer,  CFP<sup>&reg;</sup> - Financial Advisor

Chris Schiffer, CFP®

MBA, CPA, AIF

Executive Vice President

AEPG Wealth Strategies

25 Independence Blvd
Warren, NJ 07059
FINANCIAL ADVISOR'S WEBSITE
(908) 821-9764 CONNECT WITH Chris
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General

Chris Schiffer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AEPG Wealth Strategies in Warren, NJ and the surrounding communities.

Financial Advisor Overview

AEPG Wealth Strategies offers comprehensive solutions that can help you balance your personal, business, and financial needs. For more than 35 years, we have provided customized, independent, fee-based wealth management and financial planning services to individuals, families, physicians,and business owners.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - AIF

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Special Needs, Personal Taxes

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Helpful Financial Planning Resources