Christopher J. Koehler
First Vice President – Investments
Fundamental Choice® Portfolio Manager
215-340-3291
christopher.j.koehler@wellsfargoadvisors.com
267-508-7733 (text)
Chris provides comprehensive investment and estate planning strategies for individuals, families, and small business owners, helping them navigate complex financial decisions with a thoughtful and personalized approach.
At Fisch Wealth Management Group of Wells Fargo Advisors, Chris Koehler works closely with individuals, families and business owners to develop customized strategies that integrate investment management, lending solutions through Wells Fargo Affiliates¹ and estate considerations within a broader wealth framework. In addition to managing client relationships, he oversees the team’s derivative trading and alternative investment strategies.
With more than 22 years in the financial services industry—including 13 years as a financial advisor—he brings both professional experience and personal perspective to the families he serves. Over the course of his career, he has developed a deep appreciation for the role a trusted advisor can play during both prosperous and challenging periods.
His commitment to this profession was shaped by a deeply personal experience. While in college, his father passed away unexpectedly. During that difficult time, he witnessed firsthand the meaningful role his family’s financial advisor played in helping his mother navigate the estate process while also providing guidance and reassurance. That experience revealed the lasting value of thoughtful financial advice and ultimately inspired him to pursue a career helping families plan for their futures.
Today, his approach to wealth management extends far beyond portfolio management alone. Building long-term relationships with clients and understanding the motivations behind their financial decisions are central to his philosophy. By gaining insight into each family’s priorities and values, he works to provide guidance tailored to their individual goals and comfort level.
He often reminds clients that while the best time to begin planning may have been years ago, the second-best time is today. In many ways, he views his role as a “Personal CFO,” helping coordinate decisions across multiple aspects of a client’s financial life—from investment strategy and lending considerations to insurance planning, education funding and other important financial priorities.
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An early fascination with financial markets began during high school and college, sparked by curiosity about how markets function and how disciplined strategies can influence long-term outcomes. He attended Villanova University and Cabrini University, earning a degree in Finance and Business Administration.
Prior to becoming a financial advisor, he spent six years with Berkshire Hathaway HomeServices and The Trident Group as a Senior Residential Loan Originator. He later joined Wells Fargo Private Bank as a Private Mortgage Banker, where he worked alongside experienced wealth advisors and planners. These early career experiences
helped shape his understanding of how investment strategy, lending and long-term planning come together within a comprehensive wealth strategy.
Chris lives in Conshohocken, Pennsylvania, with his wife and their two children, Scarlett and Jackson. Outside the office, he enjoys working out, playing golf, hunting and following Philadelphia sports teams. He is also active in community service, volunteering with Delaware County Special Olympics and the Philadelphia branch of Habitat for Humanity and has participated in fundraising efforts supporting the Wounded Warrior Project.
CA Insurance License Number: 4283912. Resident State PA
1Bank products and services are available through Wells Fargo Bank, N.A.Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states.
Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential
mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Chris is proud to be part of Fisch Wealth Management Group
named as one of the Forbes Best-In-State Wealth Management Teams 2023, 2024, 2025 and 20261
1 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. See additional award disclosures. (https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes
