Chris Cortese, CFP®, is a Partner and Senior Financial Advisor at Wescott, where he also leads the firm's Next Gen Advisor Development program. He works closely with clients to develop and manage comprehensive financial plans, investment strategies and tax-efficient solutions tailored to their long-term goals.
Chris also plays a key role on Wescott's Tax Alpha and Portfolio Strategy Groups, helping design strategies to minimize tax liabilities and guide the firm's investment philosophy.
Passionate about mentorship, Chris oversees the training and development of Wescott's emerging advisors and serves on the firm's Diversity, Inclusion & Belonging Committee.
He holds a bachelor's degree in finance from Virginia Tech and a master's in taxation and financial planning from Widener University.
Chris lives in West Chester, Pa., with his three sons.
Email: ccortese@wescott.com | Website: wescott.com
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