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Christopher A. Cortese Assistant Financial Advisor |
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Chris Cortese is an Assistant Financial Advisor with Wescott, working primarily with principals and financial advisors to develop materials and reports for clients and prospective clients. His responsibilities are related to all facets of financial planning, investment portfolios and wealth management, beginning with the assimilation and organization of information, and systems integration. Chris partners with Wescott’s principals and financial advisors during quarterly portfolio reviews and also assists them in the development of investment implementation plans, planning updates, reports and recommendations. Chris is a member of Wescott’s Portfolio Strategy Group, participating in the ongoing due diligence and evaluation of investment managers and strategies. A member of the Financial Planning Association, the National Association of Professional Financial Advisors and the Philadelphia Estate Planning Council, Chris has passed the CFP® exam and is a candidate for certification. Chris received his bachelor’s degree in finance from Virginia Polytechnic Institute and State University. Prior to joining Wescott in 2010, he worked for a financial services firm as a financial planner. He resides in West Chester, Pennsylvania.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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