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Chris Gleeson

Founder Emeritus at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Trinity Financial Partners</span>

Intro Book

Seasoned financial professional with 34 years of experience in strategic financial planning and advisory services.

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Location

Newtown Square, Pennsylvania, United ...

Skills

Strategic Financial Planning
Estate Planning
Investments
Financial Advisory
Financial Planners
Insurance
Financial Services
Life Insurance
Wealth Management Services
Financial Planning
Retirement Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Chris Gleeson has 34 years of experience in financial planning and advisory services, which is a significant amount of time. He has held leadership positions at several organizations, including Trinity Financial Partners and MicroEnsure. His education from The American College and the University of Pennsylvania - The Wharton School adds prestige. Skills like financial planning, estate planning, investments, and financial advisory are in demand. Location is Newtown Square, PA, which is a suburban area near Philadelphia. Financial professionals with his level of experience, especially in planning and advisory services, typically charge higher rates. Maybe around $200–$300 per hour? But considering his leadership experience and prestigious education, maybe higher. Some top financial planners can charge $400+. Let’s check averages. Financial planners with his background might average $250–$350. So I’ll estimate around $275}.

Bio

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Topline AI

Chris Gleeson is a seasoned financial professional with 34 years of experience in strategic financial planning, estate planning, investments, and financial advisory services. He has held various leadership positions, including Founder Emeritus at Trinity Financial Partners and Board Member at MicroEnsure. Gleeson holds a Master of Science in Financial Services from The American College and a BS in Finance from the University of Pennsylvania - The Wharton School.

Experience

Trinity Financial Partners
- Berwyn, PA
- Founder Emeritus
  - 1990 - Present
  - Berwyn, PA
Partners CAP Forum
- Member
  - 2010 - 2010
MicroEnsure
- Board Member
  - 2007 - 2010
Church of the Saviour
- Elder
  - 1986 - 2010
Alliance for Confessing Evang.
- Former Board Member
  - 1997 - 2000
US Navy
- LT- Aviator
  - 1970 - 1979
  S-2; P-3; USS Wasp, USS Saratoga; time includes Active Duty and then Reserves at NAS Willow Grove

Education

The American College
University of Pennsylvania - The Wharton School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Advisory and Consulting”

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Chris Gleeson

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate