Christopher Portner, M.S., Cfp®
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Christopher Portner, M.S., Cfp® Email & Phone Number

Financial Planner at Heritage Financial Consultants LLC
Location: Hunt Valley, Maryland, United States 1 work role 4 schools
1 work email found @psafinancial.com 1 phone found area 410 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email c****@psafinancial.com
Direct phone (410) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Heritage Financial Consultants LLC
Role
Financial Planner
Location
Hunt Valley, Maryland, United States
Company size
60 employees

Who is Christopher Portner, M.S., Cfp®? Overview

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Quick answer

Christopher Portner, M.S., Cfp® is listed as Financial Planner at Heritage Financial Consultants LLC, a with 60 employees, based in Hunt Valley, Maryland, United States. AeroLeads shows a work email signal at psafinancial.com, phone signal with area code 410, and a matched LinkedIn profile for Christopher Portner, M.S., Cfp®.

Christopher Portner, M.S., Cfp® holds Master Of Science (M.S.), Personal Financial Planning from College For Financial Planning.

Company email context

Email format at Heritage Financial Consultants LLC

This section adds company-level context without repeating Christopher Portner, M.S., Cfp®'s masked contact details.

*@psafinancial.com
68% confidence

AeroLeads found 1 current-domain work email signal for Christopher Portner, M.S., Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Christopher Portner, M.S., Cfp®

WE SHOULD CONNECT IF YOU ARE:* Approaching Retirement* Consolidating or Rolling-Over your 401ks/IRAs* Receiving a Lump-Sum or Inheritance* Own a Growing Business* Selling Your Practice or Business* Responsible for a Company Retirement Plan (401k, Profit-Sharing, Pension)* Recently Widowed/Divorced and Need a New Plan

Listed skills include Financial Planning, Retirement Planning, Portfolio Management, Wealth Management, and 7 others.

Current workplace

Christopher Portner, M.S., Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Heritage Financial Consultants LLC
Heritage Financial Consultants Llc
Financial Planner
hunt valley, maryland, united states
Website
heritageconsultants.com
Employees
60
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Company profile
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1 role

Christopher Portner, M.S., Cfp® work experience

A career timeline built from the work history available for this profile.

  • Heritage Financial Consultants Llc
    Financial Planner
    Heritage Financial Consultants Llc
    Sep 2015 - Present - Hunt Valley
    Christopher Portner is a Registered Representative of Lincoln Financial Advisors Corp., broker/dealer (member SIPC) and registered investment advisor. Heritage Financial Consultants LLC is not an affiliate of Lincoln Financial Advisors Corporation. He is securities licensed in AZ, CA, CO, DE, DC, FL, GA, ME, MD, NV, NY, OH, PA, VA. CA Insurance License #2123682 CRN-4919411-082522Office Contact: 410.771.5426Mobile Contact: 443.253.6098Staff Contact: 410.771.5427Email:… Show more Christopher Portner is a Registered Representative of Lincoln Financial Advisors Corp., broker/dealer (member SIPC) and registered investment advisor. Heritage Financial Consultants LLC is not an affiliate of Lincoln Financial Advisors Corporation. He is securities licensed in AZ, CA, CO, DE, DC, FL, GA, ME, MD, NV, NY, OH, PA, VA. CA Insurance License #2123682 CRN-4919411-082522Office Contact: 410.771.5426Mobile Contact: 443.253.6098Staff Contact: 410.771.5427Email: Christopher.Portner@LFG.com Show less
Team & coworkers

Colleagues at Heritage Financial Consultants LLC

Other employees you can reach at heritageconsultants.com. View company contacts for 60 employees →

RC Randy Chin Randy Chin Colleague at Heritage Financial Consultants LlcNew Haven, Indiana, United States View → LE Lawrence Eric Wyss, Mba, Cfp®, Aep®, Ctfa Lawrence Eric Wyss, Mba, Cfp®, Aep®, Ctfa Colleague at Heritage Financial Consultants LlcBaltimore City County, Maryland, United States View → AH Andrew Horowitz Cfp® Andrew Horowitz Cfp® Colleague at Heritage Financial Consultants LlcBaltimore, Maryland, United States View → GV Gerard Viars Gerard Viars Colleague at Heritage Financial Consultants LlcWilmington, Delaware, United States View → KB Kirstin Busick Kirstin Busick Colleague at Heritage Financial Consultants LlcCockeysville, Maryland, United States View → MW Michelle Walsh Michelle Walsh Colleague at Heritage Financial Consultants LlcWilmington, Delaware, United States View → ZB Zachary Bookbinder Zachary Bookbinder Colleague at Heritage Financial Consultants LlcNarberth, Pennsylvania, United States View → SO Slater Ottenritter Slater Ottenritter Colleague at Heritage Financial Consultants LlcBaltimore City County, Maryland, United States View → JG John Gregory John Gregory Colleague at Heritage Financial Consultants LlcWashington Dc-Baltimore Area, United States View → AM Artie Mcgonigal Artie Mcgonigal Colleague at Heritage Financial Consultants LlcWashington Dc-Baltimore Area, United States View →
4 education records

Christopher Portner, M.S., Cfp® education

Bachelor Of Science (Bs), Business Administration And Management, General

Towson University
FAQ

Frequently asked questions about Christopher Portner, M.S., Cfp®

Quick answers generated from the profile data available on this page.

What company does Christopher Portner, M.S., Cfp® work for?

Christopher Portner, M.S., Cfp® works for Heritage Financial Consultants LLC.

What is Christopher Portner, M.S., Cfp®'s role at Heritage Financial Consultants LLC?

Christopher Portner, M.S., Cfp® is listed as Financial Planner at Heritage Financial Consultants LLC.

What is Christopher Portner, M.S., Cfp®'s email address?

AeroLeads has found 1 work email signal at @psafinancial.com for Christopher Portner, M.S., Cfp® at Heritage Financial Consultants LLC.

What is Christopher Portner, M.S., Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 410 for Christopher Portner, M.S., Cfp® at Heritage Financial Consultants LLC.

Where is Christopher Portner, M.S., Cfp® based?

Christopher Portner, M.S., Cfp® is based in Hunt Valley, Maryland, United States while working with Heritage Financial Consultants LLC.

What companies has Christopher Portner, M.S., Cfp® worked for?

Christopher Portner, M.S., Cfp® has worked for Heritage Financial Consultants Llc.

Who are Christopher Portner, M.S., Cfp®'s colleagues at Heritage Financial Consultants LLC?

Christopher Portner, M.S., Cfp®'s colleagues at Heritage Financial Consultants LLC include Randy Chin, Lawrence Eric Wyss, Mba, Cfp®, Aep®, Ctfa, Andrew Horowitz Cfp®, Gerard Viars, and Kirstin Busick.

How can I contact Christopher Portner, M.S., Cfp®?

You can use AeroLeads to view verified contact signals for Christopher Portner, M.S., Cfp® at Heritage Financial Consultants LLC, including work email, phone, and LinkedIn data when available.

What schools did Christopher Portner, M.S., Cfp® attend?

Christopher Portner, M.S., Cfp® holds Master Of Science (M.S.), Personal Financial Planning from College For Financial Planning.

What skills is Christopher Portner, M.S., Cfp® known for?

Christopher Portner, M.S., Cfp® is listed with skills including Financial Planning, Retirement Planning, Portfolio Management, Wealth Management, Estate Planning, Risk Management, Investment Management, and 401K Rollovers.

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