Professional Planning Services began over twenty five years ago when Christopher J. Lester, President, combined his personal and professional experiences to help small businesses and families plan for retirement.  He uses advanced financial tools to help clients get out of debt quickly and safely.  Chris applies his expertise to help clients build a stable nest egg while protecting the important components of their lives. 

In 2004 Chris launched the first of his two sister companies, Education Funding Specialists.  As a certified college planner with expertise in late-stage planning, Chris offers specialized concentration to help clients manage their finances during their children’s college years. EZ Pro Tax, started in 2012, is a tax preparation company that allows families to ensure their financial efficiency. 

Chris is a United States Navy veteran whose training in mechanical engineering gives him an inherent ability to provide answers to problems.  He holds both the Chartered Financial Consultant (ChFC®) and Certified College Planner (CCPS) designations.  Chris is also a member of the New Jersey Better Business Bureau.

Married with four children, Chris lives in Cream Ridge, New Jersey. He is an accomplished fourth black belt in Isshin Ryu karate and trains in Brazilian jiu jitsu

A Letter to Our Clients

New Jersey's Retirement Specialists

About Us

Christopher J. Lester has over 25 years of financial-planning experience.

We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.


2 Executive Drive, Suite 130A

Somerset, NJ 08873


Over 25 years ago I set out to build the kind of company I would be proud to put my name on. I wanted to help people in a way that made their lives happier and more secure. I wanted to provide them with the knowledge they needed to make the best plans for their financial picture, whatever their circumstance. I wanted to offer services that would help them feel empowered by the decisions they made for their lifestyle and situation.  I wanted them to feel confident in pursuing and meeting their financial goals.

Professional Planning Services is my dream come true.  I work with clients on an individual basis to assess their own unique situations and provide effective, timely solutions.  I offer education and insight to help devise strategies and services that enable clients to reach their goals.  I’m with my clients every step of the way ensuring their decisions are put into action so their dreams can be achieved.  

I want to do what my clients expect, and more.  I want every aspect of service to be infused with integrity and quality.  In short, I want to be the kind of company you don't see very often anymore.  I want to be the company you turn to when life happens.

All my best,

Christopher J. Lester, ChFC®, CCPS®, RICP®