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 designations of CERTIFIED FINANCIAL PLANNERTM (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.