Professional Focus & Experience
Chris Heiser helps clients plan and manage all aspects of their financial lives. His areas of focus include retirement planning and income strategies, tax planning, estate planning, and education planning. Chris earned his B.A. in Economics from Rutgers College and is a member of the Financial Planning Association. He has been recognized for his commitment to client success, including Five Star Wealth Manager (2013, 2015, 2017) and membership in the Ameriprise Circle of Success from 2002–2024. Chris knew this was the right career when he first told a client they could retire comfortably and saw the joy on their face.
Community, Values & Life Beyond Work
Outside work, Chris enjoys playing golf with friends and clients, exercising, and spending time down the shore or on ski trips with his wife and their three children. Chris is also involved in supporting organizations such as the Juvenile Diabetes Foundation, the South Jersey Food Bank, and Woodford Cedar Run Wildlife Refuge. On weekends, he enjoys walks in the woods of Medford, NJ with his dogs, Theo and Sully. Guided by the mantra “Trust is earned, not given,” Chris is motivated by helping clients achieve financial confidence while building lasting relationships.
