Christopher Jerin, Certified Social Security Planner
Christopher Jerin
Financial Planning Specialist, Calamos Wealth Management
Professional Profile
Christopher Jerin is a highly respected Financial Planning Specialist at Calamos Wealth Management in Illinois, bringing over 15 years of comprehensive experience in the financial services industry. With a strong focus on goals-based investment strategies and customized financial planning, Christopher excels in crafting wealth strategies that empower clients to achieve their financial aspirations.
Christopher Jerin has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
After rejoining Calamos Wealth Management in 2022, Christopher utilized his extensive background from Beacon Pointe Advisors in Newport Beach, where he provided expert financial and estate planning counsel to high net worth and ultra-high net worth individuals, families, and business owners. His previous roles at Citigroup and Northwestern Mutual further bolster his expertise.
Christopher holds a Bachelor of Arts in Political Science and Communications from DePaul University and has completed coursework for the Certified Financial Planner™ (CFP®) designation. He possesses esteemed professional credentials, including the Accredited Investment Fiduciary® (AIF®), Chartered Mutual Fund Counselor (CMFC), National Social Security Advisor (NSSA), and Certified Divorce Financial Analyst (CDFA). He is also licensed with an active Series 65 license.
Outside of his professional pursuits, Christopher is an active participant in youth leadership training and civic organizations, including the Schaumburg Jaycees. He enjoys spending quality time with family and friends, competing in triathlons, reading, and traveling. Whether you are seeking comprehensive financial guidance or specialized social security advice, Christopher Jerin is your trusted partner in navigating the complexities of wealth management.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.