Chris McNesby, CFP®
Chris has worked in the industry for over 18 years. Chris spent 8 years as a Financial Advisor with UBS Financial Services from 2001-2007. In 2008 Chris moved on to Wells Fargo Advisors as a Certified Financial Planner, Vice President-Investments. Chris joined Valley Financial Group as a managing partner in 2016. Chris is an experienced advisor with comprehensive wealth planning skills. Chris has been a financial education speaker at many group seminars and events throughout the city.
Chris has worked closely with many individuals, families, businesses and groups in the Philadelphia area over his years in the industry. Many of his clients have come thru the Philadelphia Police, Fire, Independence Blue Cross and other area unions-businesses. Chris is motivated by sitting one on one with clients to help them reach their financial goals.
Chris grew up in Northeast Philadelphia. Chris enjoys spending time with his family at the jersey shore. Chris is married to his wife Lisa and reside in Huntingdon Valley, PA with their children Allie, Julia & Patrick. In 2016, Chris stepped away from a passionate hobby coaching basketball at his alma mater Roman Catholic High School. His teams won the 2014-2015, 2015-2016 PIAA State Championships. Chris stepped away from coaching to spend more time coaching his own children which he enjoys.