Christopher J. Hackley, CFP®, ChFC®, CLU®, AIF®, RICP®
As President and Managing Partner of Foundations Financial Partners, Chris provides comprehensive wealth management services with a focus on integrating investment management, risk management, and financial planning. He specializes in guiding business owners, physicians, C-suite executives, and their families to long-term financial security.
Chris’s educational history began with a bachelor’s degree in economics from Bucknell University. He then received his master’s in finance from The American College. He has since attained the professional certifications of CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), and Retirement Income Certified Professional (RICP®). He holds his Life, Accident and Health insurance license, as well as his FINRA Series 7, 66, and 24 security registrations. His passion for continuing education has led him to a vast understanding of complex financial planning strategies, including income protection, retirement income, fiduciary investment management, business succession, business continuation agreements, key employee compensation and employment agreements, employee benefits, advanced estate planning, legacy planning, advanced charitable giving, loan repayment, and using life insurance as a financial tool.
Chris has spent his career building relationships and sharing his financial expertise with his clients and team of advisors alike. After many years of being a Financial Advisor, Chris decided he wanted to scale his positive impact on the greater Bucks County community by not only serving his clients with the utmost care, integrity, and professionalism, but also teaching others to do the same. Chris has dedicated himself to building a firm of advisors differentiated by their extensive training, credentials, range of competencies, and community involvement.
“Helping our clients merge their search for financial security with their desire to live purposeful and passionate lives is a very complex undertaking. It requires skill, empathy, training, and an aligned team of professionals. The ‘art & science’ of integrating elements of behavioral finance, financial planning, and investment and risk management with traditional tax and estate planning* is what makes this such a dynamic and rewarding career.”
Chris and his wife, Annmarie, are involved members of their church in Ottsville, PA and are fortunate enough to foster children. They enjoy staying involved in the community through local organizations, including The YMCA of Bucks and Hunterdon Counties, Coalition to Shelter and Support the Homeless (CSSH), and Fore the Troops. Chris is also a member of the Financial Planning Association (FPA) and the Society for Financial Services Professionals (FSP).
"Twenty years from now you will be more disappointed by the things that you didn't do than the ones you did do. So throw off the bow-lines, sail away from safe harbor, and catch the trade winds in your sails. Explore, dream, discover."
- Mark Twain
*We do not provide specific tax or legal advice.
Client Testimonials
"There truly is not enough space and words to continue to express my (our) gratitude for you. You have always "held our hands" and guided us for the past 22 years and we could not be more blessed. You are truly an amazing person, financial expert, friend, and spiritual host. I know how carefully you have "woven my (our) security blanket" over time!! I wanted to take a moment to reflect on all of it and say thank you again."
The statement was provided 04/01/2024 by Kathleen who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"I wanted to take a moment to express my sincere gratitude for your exceptional work on the slides yesterday. Your efforts made the presentation not only informative but also incredibly easy to follow along, and both Lisa and I truly appreciate it.
I would also like to extend our heartfelt thanks to you and Chris for the invaluable assistance in making our retirement a reality at a time in our lives when we can fully savor it. Your guidance and support have been instrumental in shaping this significant chapter, and we are genuinely grateful for the role you both played.
Lisa and I are looking forward to the next steps in this journey together."
- Todd
The statement was provided 02/02/2024 by Todd who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
