Christopher Portner, M.S., CFP®, is an experienced financial professional serving as a Financial Planner at Heritage Financial Consultants LLC since September 2015. Portner is a Registered Representative of Lincoln Financial Advisors Corp., where expertise in personal financial planning is applied. Prior roles include Wealth Management Advisor at PSA Financial Advisors from February 1998 to September 2015, and Financial Advisor, Registered Principal at Peremel & Company, Inc. from February 1995 to March 1998. Earlier experience includes positions as a Registered Representative and Branch Office Manager at Olde Discount Corporation and as a Registered Representative at Lehman Brothers Holdings Inc. Educational credentials comprise a Master of Science in Personal Financial Planning from the College for Financial Planning, and dual Bachelor of Science degrees in Business Administration and Management, and English Writing from Towson University.
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