Articles from Christopher M. Zehner
Christopher M. Zehner, CFP®, CDFA®Senior Financial Advisor
Christopher Zehner is a senior financial advisor in the Erie, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). He specializes in comprehensive financial planning and investment advisory services. Chris’s keen attention to detail has allowed him to help high-net-worth families achieve their financial and estate planning goals.
Chris began his financial services career in 2000 and became a part of HBKS® in 2001. He focuses on assisting his clients to effectively navigate a myriad of complex financial planning issues and priorities. Chris leverages his analytical ability by coordinating tax planning with the clients’ CPA as well as their attorney, to develop practical solutions to complex issues that present themselves to higher net-worth individuals and families. As the wealth advisory affiliate of HBK CPAs & Consultants, he is able to draw upon the vast experience of the combined companies to effectively plan and resolve the most complex financial planning needs of his client base.
Chris earned his Bachelor of Science Degree in Business Administration from Slippery Rock University and is a CERTIFIED FINANCIAL PLANNER™and a CERTIFIED DIVORCE FINANCIAL ANALYST®. He has his Life and Health Insurance and Variable Annuity Licenses. Since his time in college, Chris has been a strong believer in community involvement. He is a member of the United Way Steering Committee and has been active in the association’s Young Leaders Society for the last seven years. After serving as Vice-Chairman in 2014, Chris currently serves as the Chairman of the Young Leaders Society and is a member of the United Way Investor Relations Committee.
Chris truly enjoys forming long-term relationships with his clients. He is honored to be able to work for his clients’ best interests and values the trust they have placed in him. Chris was born and raised in Erie, Pennsylvania.