Designations and Licenses

Chris is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Chris provides personalized wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs. He designs, implements and monitors customized investment solutions with a focus on clients’ long-term objectives and cash flow needs. Chris provides integrated planning and investment strategies including tax and estate planning, risk management and retirement planning to help grow and protect clients’ wealth. He also provides directional leadership to our Florida locations.

Prior to joining Mariner, Chris founded Housen Financial Group, a boutique wealth management firm serving high-net-worth clients. In 2014, Housen Financial Group became a partner firm with Mariner. Earlier in his career, he was a senior tax advisor with Price Waterhouse in West Palm Beach, Florida, and Arthur Andersen & Company in Princeton, New Jersey. He was also a vice president with a national financial services firm catering to ultra-high-net-worth clients.

He has a bachelor’s degree in accounting from Monmouth University.

Accolades

Chris was named to Forbes’ Best-In-State Wealth Advisors in South Florida, ranking #31 in 2024.

Personal Interests

Chris likes golf, music and traveling.

Chris’ Offices

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 were published in April 2024 and were based on June 30^th data, including 1- and 5-year periods.

For full disclosure, click here.