Christopher M. Jones, CFP® is the Principal of Keystone Financial Planning, a Registered Investment Advisor in Pennsylvania and New Jersey. Mr. Jones provides comprehensive, fee-only financial planning and asset management services to clients nationwide. Prior to starting the firm, Mr. Jones was a personal financial planner with Zdenek Financial Planning, a fee-only financial planning and asset management firm in Flemington, NJ. Prior to that, he was with Pinney and Scofield, an investment advisory firm in Cambridge, MA. At both firms, Mr. Jones advised individuals and families on goal setting, cash flow issues, tax planning, education funding, retirement planning, insurance needs, estate planning, and investing. While working for Pinney and Scofield, Mr. Jones also developed sophisticated retirement planning software that continues to be used by firms today. Before entering the financial planning field, Mr. Jones was a management consultant for Monitor Company, a top-tier strategy consulting firm with global headquarters in Cambridge, MA. While at Monitor Company, Mr. Jones identified and structured corporate strategies for Fortune 500 clients. Representative case projects included the following: Mr. Jones is a CERTIFIED FINANCIAL PLANNER™ practitioner. He completed the CFP Professional Education Program from the College for Financial Planning in 2000. Mr. Jones graduated from Brigham Young University in 1997 with a B.S. in Economics and a minor in Business Management. He graduated in the top 1% of his class (summa cum laude). Mr. Jones was also the recipient of a BYU Trustee's Scholarship, which paid for all of his college tuition. Chris enjoys running, swing dancing, snowboarding and table tennis. Chris is an Eagle Scout.
|
Copyright © 2008 Keystone Financial Planning. All Rights Reserved. |
|
330 East Main Street |
|
Tel: (610) 965-4537 |
|