About


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 and is currently Chairperson of the Business and Industry Professionals Interest Group and also serves 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.


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At retirement, Defined Benefit Plan participants typically have the option to receive their pension as a lump sum (single) payment or in the form of annuity payments. Read more to find out which option is best for you.
Chris Schiffer CFP®, AIF®, CPA, CPFA

Blog

Surprises come up at tax time. With the help of proper planning, one surprise that can often be avoided is Net Investment Income Tax (NIIT).
Chris Schiffer CFP®, AIF®, CPA, CPFA

Blog

For high-income Medicare beneficiaries, premiums could include an additional charge known as income-related monthly adjustment amount (IRMAA).
Chris Schiffer CFP®, AIF®, CPA, CPFA

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