Chris Portner, CFP®
Account Executive
Phone:   443-798-7374
Toll Free:   800-677-7887
Fax:   410-828-0242
E-mail: cportner@psafinancial.com

Professional Background

Mr. Portner is a CERTIFIED FINANCIAL PLANNER™ practitioner, a General Securities Principal and a licensed life, health, property and casualty agent.  As a comprehensive wealth manager he provides advice on investments, portfolio management, retirement, tax and estate planning.  He has more than 19 years experience advising private clients, trusts and foundations.

Mr. Portner was a host for PSA’s radio show, “Planning Pays,” that played on AM680 WCBM for more than 10 years.  Chris is also a well-known speaker on personal finance throughout Maryland.  In 2006 Mr. Portner was the advisor selected for the “Janet Kidd Stewart, Your Money” column, a nationally syndicated financial column.  Chris also a member of the Investment Committee for PSA Wealth Management, which has direct oversight of all portfolio management programs for PSA Financial Center.

Mr. Portner is a graduate of the College for Financial Planning’s professional education program and received his undergraduate in Business English from Towson University.

Business/Customer Service Philosophy

“Wealth Management is not about beating the market or owning the hottest stocks for the quarter.  It is about the financial stability and security of your family, your business and the assets for which you are responsible.  It is about setting and attaining your financial goals and objectives.  It is about preparing for ‘what if’ and planning for ‘when.’  It is about controlling risk while striving for optimal performance and return.  It is about increasing wealth and deciding to what worthy use that wealth will be put.  And finally, it is about the self-possession and confidence acquired through the successful achievement of these goals.”