Professional Bios:
Christopher Housen - Christopher is a CERTIFIED PUBLIC ACCOUNTANT (CPA) and CERTIFIED FINANCIAL PLANNERTM who was previously employed as a tax senior with Price Waterhouse in West Palm Beach, Florida. Christopher then worked as a Vice President with a national financial services firm catering to the ultra-high net worth private business owner prior to founding Housen Financial Group in 1994.
Robert Housen - Bob is a CERTIFIED FINANCIAL PLANNERTM and Chartered Life Underwriter and has been active in the financial planning industry since 1960. Bob specializes in investment & business planning, insurance and pensions. Bob is also very active in amateur golf and is a 6 time New Jersey State Amateur Champion.
Paul Conforti - Paul is a CERTIFIED FINANCIAL PLANNERTM . After receiving his Bachelor of Arts in Economics from Fairfield University, Paul worked for Merrill Lynch, Kidder Peabody and Bankers Trust as an individual and group retirement plan specialist. Paul went on to manage the administration and operations of the BellSouth 401K plan prior to joining Housen Financial Group in 1999.
Chris Lukas - Chris is a CERTIFIED PUBLIC ACCOUNTANT (CPA) and CERTIFIED FINANCIAL PLANNERTM who began his career as a Tax Specialist in a regional accounting firm in North Jersey. He later worked for a National Real Estate firm in Long Island as their Controller. Chris relocated to the Jersey Shore to join a local securities firm where he was the company's Chief Financial Officer as well as managed the firm's Compliance department. Chris joined Housen Financial Group in 2007.
Professional Designations at Housen Financial Group include:
CPA - Certified Public Accountant
CFPR - CERTIFIED FINANCIAL PLANNERTM
CLU - Chartered Life Underwriter
Life Insurance Licenses in multiple states.