Christopher Portner Email & Phone Number
Financial Planner @ Heritage Financial Consultants LLC
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Christopher Portner Location
- Cockeysville, MD, US
Christopher Portner Work
- 2015 - now Financial Planner @
Christopher Portner Education
- Towson University
Bachelor of Science (BS) (Business Administration and Management, General)
1987 - 1990 - Towson University
Bachelor of Science (B.S.) (English Writing)
1987 - 1990 - College for Financial Planning
Master of Science (M.S.) (Personal Financial Planning)
- College for Financial Planning
(CFP® Professional Education Program)
Christopher Portner Skills
- Retirement Planning
- Investment Advisory
- Financial Planning
- Portfolio Management
- Wealth Management
- Estate Planning
- Risk Management
- Investment Management
- 401k Rollovers
- Qualified Retirement Plans
- Charitable Gift Planning
- Donor Advised Funds
Christopher Portner Summary
- Christopher Portner, based in Cockeysville, MD, US, is currently a Financial Planner at Heritage Financial Consultants LLC. Christopher Portner holds a 1987 - 1990 Bachelor of Science (BS) in Business Administration and Management, General @ Towson University. With a robust skill set that includes Retirement Planning, Investment Advisory, Financial Planning, Portfolio Management, Wealth Management and more. Christopher Portner has 2 mobile phone numbers on RocketReach.
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