Financial Planning

 

  

 

Living well in the future relies on planning well today—

and planning well begins with the professionals at Center Capital Advisors.

We consider your entire financial picture, not just a part

of it. Your life consists of stages. We see it—and help you

plan for it—as a continuous timeline. Most importantly,

we view you in your entirety: as a person and as a

professional, as an investor and as an individual.

When does financial planning begin? It can be as soon

as when you start your first job, have your first child,

transition careers or at any moment when you begin

planning for the future. As your life changes and you

move from one stage to another, we can help you

reevaluate your plan to meet those changes and the

needs they create.

Whether it is for you as an individual, your family or for

your business, Our Financial Planning team provides

a full life-spectrum of advice and service, helping you to

develop an appropriate strategy with a firm foundation

in the present and the flexibility to adjust as your life and

circumstances evolve.

Meet our Team:

 

 

Chris Haidinger, CFP®
First Vice President, Director Financial Planning

Chris serves as First Vice President and Director of Janney’s High Net Worth Planning Group, part of the Firm’s Wealth Planning Department. Chris has been associated with Janney for over 23 years, creating investment and tax planning strategies for private and institutional clients, businesses and credit unions in an effort to maximize the productivity of their assets. As part of his responsibilities, he provides technical expertise and formulates financial plans describing financial, tax, investment and estate planning strategies. Chris is currently a member in good standing with International Board of Standards and Practices for Certified Financial Planners™, the Delaware Valley Society of the Institute of Certified Financial Planners™ and the International Association of Certified Financial Planners™. He holds a Bachelor of Science in Finance from Susquehanna University, and is a graduate of the SII (Securities Industry Institute) Program at the Wharton School of Business.

  

Michael Repak, CPA/PFS, JD, LLM

VP, Senior Estate Planner

Michael Repak is an attorney and a CPA who specializes in Estate and Tax Planning and currently serves as a Senior Estate Planner with Janney’s High Net Worth Planning Group, part of the Firm’s Wealth Planning Department. He has over 25 years of professional experience and, prior to joining Janney, managed his own law practice in Yardley, PA which concentrated in the areas of elder law and estate planning. He has also served as a Senior Tax Manager with KPMG and with Arthur Andersen. He has been an adjunct professor with the MBA program at Temple University. Mr. Repak is a graduate of the University of Florida College of Law as well as the Graduate Tax Law Program at the New York University School of Law. 

Richard L. Stevenson, CFP®, ChFC®, CLU®

VP, Senior Financial Planner

Richard Stevenson is a Financial Planner who serves in Janney’s Planning Services Group, part of the Firm’s Wealth Planning Department. His responsibilities include the completion and finalization of financial plans and working closely with Janney’s Financial Consultants developing strategies to best meet the planning needs of their clients. Mr. Stevenson’s other responsibilities include the drafting of financial plans, creating hypothetical illustrations for 72t calculations, stock option programs and other complex mathematical illustrations. Mr. Stevenson has been employed in the financial services industry for 29 years, concentrating in financial and estate planning. Prior to coming to Janney, he served with Kaehall Estate Planning. His prior responsibilities included Wachovia Bank, John Hancock, Allstate and the Acacia Group in Wilmington.