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Chris Schiffer

Personal Finance, Retirement, Investing
“Chris Schiffer is a trusted financial services executive with over 20 years of experience in wealth management working with both broker dealers and registered investment advisors. As his client's Fiduciary, Chris is dedicated to helping his clients realize their goals by providing deeper and broader financial planning and wealth management.”

AEPG Wealth Strategies

Job Title:

Executive Vice President


Chris is a seasoned executive in the financial services industry with over 25 years of accounting, business and financial industry expertise.

Chris fosters a responsive, innovative and collaborative team environment that results in a culture of achievement and service excellence. “As our clients’ fiduciary, we sit on the same side of the table, finding the best solutions and helping them achieve their financial goals,” says Chris.

Chris received a BS in Accounting from Fordham University. He also received an MBA in Finance and International Business from New York University's Stern School of Business.

Chris is a Certified Financial PlannerTM, Certified Public Accountant licensed in New York, and holds New Jersey Life and Health Insurance licenses. Chris passed Level I of the CFA exam in December 2011.



MBA, Finance and International Business, New York University
BS, Accounting, Fordham University

Assets Under Management:

$890 million

CRD Number:




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August 2016
    IRAs, Retirement Plans
August 2016
    401(k), IRAs, Retirement Savings

All Answers
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    Estate Planning, Taxes, Tax Deductions / Credits
Should I make a charitable donation to lower my tax liability?
100% of people found this answer helpful

There are a number of strategies around chritable giving that can help reduce your tax bracket.  Charitable donations can help, but only if charitable donations and other itemised deductions are greater than your standard deduction. One way increase charitable donations is to "bunch" your charitable donations from multiple years into one tax year. Although trusts can be used, a Donor Advised Fund (DAF) is a vehicle that can be used to receive the charitable donations in the current tax year that can be distributed to charities over time. Most Donor Advised Funds have a very comprehensive list of eligible charities that you can select from.

Another option is to make a donation to a charity using a qualified charitable distribution (QCD) from your IRA. QCDs made from your IRA are exempt from taxation up to $100,000 as long as the distribution comes from a qualified account and is donated directly to a charity that meets the IRS requriements. Qualified Charitable Distributions cannot be made to a Donor Advised Fund (DAF).

There number of factors to consider:  What is your tax bracket, did you have a standard deduction or itemized deductions, will you have enough funds to last through retirement, do you want to leave a legacy to your hiers.  Seeking the assistance of a tax of financial planning professional to run through the scenarios for your specific situation can help you optimize the outcome that is best for you.

April 2019
    Banking, Retirement, Investing
Will closing a checking account impact my credit score?
100% of people found this answer helpful
April 2019
    Social Security, Retirement Plans
Should I begin collecting Social Security at age 62 when I retire or at age 67, which is my full retirement age?
89% of people found this answer helpful
April 2019
    Debt, Real Estate, Taxes
Can I sell a house while paying off the mortgage?
80% of people found this answer helpful
April 2019
    401(k), Stocks
When can I move my company stock shares out of my 401(k) to a taxable equity account?
50% of people found this answer helpful
April 2019