Keith is a born-and-raised New Jersey resident. In his spare time he enjoys sports, cooking, hiking, gardening, traveling and many other new adventures. Most of all, he likes to enjoy the beach with his family.
As an investment advisor representative, Keith believes that education is a lifelong journey and continues to study on a daily basis. He holds his life and health licenses as well and is working towards other certifications.
His ultimate mission is to help his clients look at all aspects of their finances and how each decision can impact another part of life. He strives to bring solutions to problems that many times we are simply just unaware of. The definition of "Status Quo" is accepting the norm for what it is. However, if the norm is not up to par anymore then we must rethink traditional rhetoric. If what you thought to be true turned out not to be true, when would you want to know?
Chris Lester is the President of Professional Planning Services specializing in comprehensive planning for families, business owners and executives. For over 25 years, Chris has helped hundreds of families take a common sense approach to their financial planning. Chris holds the Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®) and Certified College Planning Specialist (CCPS®) designations from The American College. Chris is also a licensed insurance professional. These credentials are testaments to his skills for developing lifetime income in retirement.
Chris is a partner of the Eagle Team Financial Pros, a financial services training organization and a Master Mentor of the Money-Trax system, Circle of Wealth. As a mentor and trainer, Chris helps advisors across the country with their client’s unique situations. Chris is a United States Navy veteran whose training in mechanical engineering gives him an inherent ability to solve problems. He is also a loving husband & proud father of four children. In his free time, he trains in self-defense and enjoys hopping on his Harley Davidson.
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.
Alan is a life-long resident of the New York, New Jersey Metropolitan Area. He recently became the proud Grandfather of two beautiful little girls – Alexandra, age 2, and Anastasia, 8 weeks. Alan feels that being a grandfather is the best job in the world!
When not working with clients, Alan plays (at) golf (poorly) and stays fit by running 4-5 miles. He has always been fascinated with the martial arts, at various times studying Judo, and Karate. He recently started practicing both Danzan Ryu Jujitsu and Iaido with his son Matt, a second degree blackbelt.
Alan has more than 30 years of experience as a financial professional. He has seen the impact that poor planning or no planning at all can have on retirement dreams. Alan understands how important it is to educate people properly about the challenges they will face in retirement- and how to mitigate them.
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®