Christopher Mattern, CFP®, Vice President and Financial Advisor at Wealth Enhancement Group’s Grand Central, New York office, has been recognized in the Forbes 2024 ranking of Top Next-Gen Wealth Advisors Best-In-State.
Christopher has been in the wealth management industry since 2009, working as a financial analyst and senior financial consulting manager, and is experienced in formulating financial plans for high-net-worth individuals and institutional clients. He’s driven by a desire to give his clients peace of mind as they look towards the future, working to identify their financial goals and create plans that work to meet their objectives.
Christopher is ranked #54 in New York, and he is one of five advisors from Wealth Enhancement Group who have been named to the Forbes 2024 Top Next-Gen Wealth Advisors Best-In-State ranking.
Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
About the Selection Process
The Forbes Next-Gen Wealth Advisors ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. To learn more about the methodology, click here.
About Wealth Enhancement Group
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi™ processes that go far beyond the standard approach. We proudly provide tailored financial plans and investment management services to serve the unique needs of over 61,000 households from our 115 offices—and growing—nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Contact information:
Marianne Gebhardt
Senior Marketing Communications Manager
(704) 409-2589 | mgebhardt@wealthenhancement.com
