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Chris Schiffer

Regional Vice President, Financial Advisor

CFP®, CPA, AIF®, CPFA®

Office Information


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Chris’s Locations

25 Independence Blvd., Suite 102
Warren, NJ 07059
(908) 757-5600
60 E 42nd St #1555
New York, NY 10165
(212) 452-5900
300 Barr Harbor Dr. Suite 175
West Conshohocken, PA 19428
(610) 234-2100

About Chris

Chris has more than 30 years of experience in the financial services industry in the areas of accounting and financial planning. He is well-versed in the financial challenges faced by most individuals. Chris has also authored articles on financial planning, divorce and the financial markets. In addition, for those going through divorce, has appeared as a subject matter expert on a number of media outlets, as well as presented on the subject. Chris is an active member of the New Jersey Society of CPAs since 2013 and has held various board positions in the Middlesex/Somerset Chapter, Chairperson of the Business and Industry Professionals Interest Group and served as a NJCPA Trustee. Chris received an NJCPA Ovation Award in 2021 in the Impact category for founding the Business and Industry Professionals Interest Group and he is a three-time recipient of the FIVE STAR Wealth Manager award (2020-2023)*. 

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/09/20. Awarded 12/01/21 for the period of 3/29/21 - 10/01/21. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.

Education

  • BS, Fordham University, MBA, New York University

Awards & Recognition

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2023

Five Star Wealth Manager (2023)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.

2022

Five Star Wealth Manager (2022)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/01/21.

2021

Five Star Wealth Manager (2021)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/09/20.

  1. Awarded 9/1/26 for the period 11/14/25 - 6/10/26.
  2. Awarded 9/1/25 for the period 11/14/24 - 6/10/25.
  3. Awarded 9/1/24 for the period 11/14/23 - 6/10/24.
  4. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.
  5. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/01/21.
  6. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/09/20.

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Insights from Chris

What we’re thinking about

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Our advisory teams work best with households that have $500,000 or more in investable assets.

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(Weekdays 8am–6pm Central)

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