Christopher Schank, CFP®, ChFC®, CLU®
Managing Partner & Financial Advisor
CHRISTOPHER SCHANK works closely with pre-retirees, business owners, and physicians with a focus on investment management, retirement income, and estate planning, business continuation, and liquidity event planning, and advanced insurance planning.
Chris holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®) credentials, meeting rigorous education, examination, and ethical standards across financial planning, investments, taxation, insurance, estate planning, and retirement. He maintains Series 6, 7, and 63 registrations with LPL Financial and the Series 65 registration with Wealthcare Advisory Partners LLC, along with life, accident, and health insurance licenses.
Chris earned degrees in Economics and Finance from the University of Scranton. Before joining Secure Planning Group, he spent seven years as a financial advisor with Northwestern Mutual.
A native of Scranton, PA, Chris resides in Radnor, PA with his wife, Adrienne, and their three dogs. In his spare time, he is an avid golfer, traveler, and wine collector.