Chris Held has been a Financial Representative for over 15 years in the Lehigh Valley, PA. His 10+ years of prior experience as a Respiratory Therapist provided a strong understanding of the medical community, which fueled his passion to provide much needed financial education among physicians. Uniting his expertise in the financial field with his knowledge and connection among local healthcare professions, Chris collaborated to develop an educational series available to residency programs throughout PA and NJ. His practice includes providing strategies for effective asset protection and cash flow management, investment services, and overall financial education for medical professionals.
In addition to working with medical professionals, Chris is driven to work with families in helping them identify different financial goals. Adhering to time-tested macro-economic principles, he helps them find success through tax-efficient investment strategies, insurance protection, estate planning, and cash flow management. Utilizing the resources of NFN, along with his experience, he is able to make meaningful recommendations that align with those goals.
Chris has a diligent work ethic, which he brings to his practice as well as his personal interests. When not at work, he enjoys serving in the community through his church. In his down time, you will likely find Chris spending time with his family, playing sports with his kids, or rebuilding a classic car in the garage.
Registered Representative of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian. CA Insurance License #0H70591