Principal, Keystone Financial Planning
Allentown, Pennsylvania Area
- Current
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- Principal at Keystone Financial Planning (Sole Proprietorship)
- Past
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- Personal Financial Planning at Zdenek Financial Planning
- Personal Financial Planner at Pinney and Scofield
- Management Consultant at Monitor Company
- Education
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- College for Financial Planning
- Brigham Young University
- Recommended
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7 people have recommended Christopher M. - Connections
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55
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- Industry
- Investment Management
- Websites
Christopher M. Jones’s Summary
Christopher M. Jones is the Principal of Keystone Financial Planning, a Registered Investment Advisor in Pennsylvania and New Jersey. Mr. Jones provides comprehensive, fee-only financial planning and asset management services to clients nationwide.
Prior to starting the firm, Mr. Jones worked as a financial planner for two other fee-only financial planning and asset management firms. Before entering the financial planning field, Mr. Jones was a management consultant for Monitor Company, a top-tier strategy consulting firm with global headquarters in Cambridge, MA.
Mr. Jones is a CERTIFIED FINANCIAL PLANNER practitioner. He completed the CFP Professional Education Program from the College of Financial Planning. Mr. Jones graduated (summa cum laude) from Brigham Young University with a B.S. in Economics and a minor in Business Management.
Christopher M. Jones’s Specialties:
asset management, fee-only financial planning, goal setting, cash flow planning, tax planning, education funding, retirement planning, insurance needs analysis, employment contract negotations for non-profit and for-profit executives
Christopher M. Jones’s Experience
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Principal
Keystone Financial Planning (Sole Proprietorship)
(Sole Proprietorship; 1-10 employees; Investment Management industry)
April 2001 — Present (7 years 7 months)
Provides comprehensive, fee-only financial planning and asset management services to high net worth individuals, families, businesses, and non-profit organizations. Advises clients in the following areas: goal setting, cash flow analysis, tax planning, education funding, retirement planning, insurance needs, estate planning, and investing. Manages all strategic, operational and financial aspects of the business. Owns and maintains the firm’s commercial property.
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Personal Financial Planning
Zdenek Financial Planning
(Privately Held; 1-10 employees; Investment Management industry)
November 2000 — April 2001 (6 months)
Provided comprehensive, fee-only financial planning and asset management services to high net worth individuals, families, and businesses. Worked directly with clients whose net worth ranged from $1MM to $15MM. Advised clients in the following areas: goal setting, cash flow analysis, tax planning, education funding, retirement planning, insurance needs, estate planning, and investing.
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Personal Financial Planner
Pinney and Scofield
(Partnership; 1-10 employees; Investment Management industry)
July 1999 — October 2000 (1 year 4 months)
Provided comprehensive, fee-only financial planning and asset management services to individuals and families. Advised clients in the following areas: goal setting, cash flow analysis, tax planning, education funding, retirement planning, insurance needs, and investing. Prepared federal and state tax returns for over 60 clients. Developed sophisticated retirement planning software that continues to be used by firms today.
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Management Consultant
Monitor Company
(Privately Held; 1001-5000 employees; Management Consulting industry)
August 1997 — June 1999 (1 year 11 months)
Researched, identified, and structured competitive and corporate strategies for Fortune 500 clients. Conducted customer and competitor interviews. Brought together data, complex analysis, and conclusions when creating client documents and slide loops. Presented findings to senior level management. Representative case projects include:
• Merger and Acquisition Study: Performed the strategic “due diligence” for a New York holding company that wanted to buy out the #1 van line in the moving industry.
• Entrepreneurial Start-up Venture: Assisted a small research team in taking their technology to the market, which involved doing extensive market research to design new products, writing the business plan, designing a financial model that generated pro-forma statements under varying sales growth and operating cost scenarios, and making sales presentations to potential investors.
Christopher M. Jones’s Education
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College for Financial Planning
CFP, CFP Professional Education Program, 1999 — 2000
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Brigham Young University
BS, Economics, August 1993 — April 1997
Graduated summa cum laude
- Activities and Societies:
- BYU Trustees Scholarship, Phi Kappa Phi, BYU Folk Dance Team, Economics Club
Additional Information
Christopher M. Jones’s Websites:
Christopher M. Jones’s Interests:
running, skiing, snowboarding, table tennis
Christopher M. Jones’s Groups:
National Association of Personal Financial Advisors (NAPFA), Lehigh Valley Zoological Society (Board of Directors), East Penn School Board Director, Greater Lehigh Valley Chamber of Commerce
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Monitor Group Alumni -
Lehigh Valley Entrepreneur
Christopher M. Jones’s Honors:
Top 20 under 40 Business Persons recipient awarded by the Eastern PA Business Journal
Christopher M. Jones’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
