Professional

Chris Pfanstiel started his career with the Northwestern Mutual as a sophomore at Washington and Jefferson College.  Throughout his internship Chris earned many accolades including the Power of 10 Award (2009), Winter Camp Qualification (2008), and served as a Team Captain in Pittsburgh.  When Chris graduated with a Bachelor's in Business Administration from W&J, and then transitioned into a full-time role with Northwestern.  During his internship, Chris discovered not only his love for finance, but also for working with people and truly being hands on in serving clients.  With Northwestern Mutual's an easy choice as they have a fantastic platform for managing client's wealth, great insurance products, and flexibility in working with clients need, their excellent compliance, and high ethical standards, staying with the firm itself was an easy choice.  Throughout his career, Chris has served in many roles throughout the Pittsburgh office, and served as a Growth and Development Director in addition to being a Wealth Management Advisor. 

Chris continued his career with the Northwestern Mutual and began developing more specific niches.  He earned his CLU® designation in May of 2012, his ChFC® in December of 2012, his CLTC designation in October of 2013, and most recently his CFP® certification in December of 2014.  Now, as a Wealth Management Advisor, Chris is very focused on working with personal financial planning and business financial planning clients to help them to become and feel secure in their financial futures.  Although with his designations, Chris also holds his Series 7 and 66, as well as his Life, Accident and Health license in Pennsylvania, Wisconsin, Arizona, Oregon, New Jersey, Louisiana, Hawaii, California, West Virginia, Utah, Ohio, Maryland, Georgia, Washington, Texas, New York, Massachusetts, Virginia, North Carolina, Florida, and the District of Columbia.  Chris works with a variety of professionals and retirees in and outside of the Pittsburgh area to help them begin their planning with the end in mind or continue to build their assets while in retirement.  Chris works extremely hard to make certain that he is always finding the best solutions for his clients and always striving to take the best care of each and every client he manages.

  • Certified Financial PlannerTM (CFP®): Sponsored by the Certified Financial Planner Board of Standards (http://www.cfp.net/) designees complete a curriculum of study and pass a comprehensive examination regarding the financial planning process, tax planning, estate and retirement planning, investments and insurance; meet experience and continuing education requirements; and comply with the CFP Board's Code of Ethics and Professional Responsibility**.

 

  • Chartered Financial Consultant® (ChFC®): Sponsored by the American College(http://www.theamericancollege.edu), designees complete nine college-level self study courses in financial planning, income taxation, investments , estate and retirement planning; meet experience and continuing education requirements; and comply with college's Code of Ethics.

 

  • Chartered Life Underwriter® (CLU®) : Sponsored by The American College (http://www.theamericancollege.edu ) , designees complete eight college-level self study courses related to life insurance, insurance and financial planning, and estate and business planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.  

 

  • Certified Long Term Care® (CLTC®): Sponsored by FINRA (https://ltc-cltc.com/), Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves.

 

**Once certified, CFP® practitioners are required to maintain technical competence and fulfill ethical obligations. Every two years, they must complete a minimum 30 hours of continuing education to stay current with the developments in the financial planning profession and better serve clients. Two of these hours are spent studying or discussing CFP Board's Code of Ethics or Practice Standards. In addition to the biennial continuing education requirement, all CFP® practitioners voluntarily disclose any public, civil, criminal or disciplinary actions that may have been taken against them during the previous two years as part of the renewal process.

Christopher James Pfanstiel, CLU®, ChFC®, CFP®
Wealth Management Advisor


Physicians Nationwide

 

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