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2015-11-20T00:00:00.000Z

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Wrong Christopher Lund?

Mr. Christopher Lund A.

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Background Information

Employment History

Wealth Manager

Lund Financial Group

Position, Retirement Services Field

Fidelity Investments

Instructor

College Funding Advisors Inc

Affiliations

Member
The United Regional Chamber of Commerce

Member
Financial Planning Association

Executive Board Member
Tri-Town Chamber of Commerce

Financial Advisor
Alliance Financial Services

Education

BS

Bentley College

MBA

MBA

McCallum Graduate School of Business at Bentley

Web References (38 Total References)


Who We Are

lundfg.com [cached]

Chris Lund

...
About Christopher A. Lund MBA, CFP®
President of Lund Financial Group, Chris has been working in the financial services industry since 1990. Prior to launching Lund Financial Group, Chris worked for Fidelity Investments in their Institutional Services and Retirement Plan divisions. This experience positioned Chris to transition to the Independent side of financial services in 2004 as financial planner. Then in 2006 after becoming a CERTIFIED FINANCIAL PLANNER ® practitioner and receiving his MBA, Chris founded Lund Financial Group. The firm's mission is to simplify and enhance the financial and personal lives of our clients. We accomplish this by integrating all aspects of their finances so they are working together both efficiently and harmoniously.
He is a FINRA registered representative (Series 7, 24, 63), CFP® professional, Accredited Investment Fiduciary (AIF®) licensed agent for life, health, disability, long-term care, and annuities. Chris also provides tax planning, trust planning and assists business owners with corporate retirement plan consulting.
Chris is has been happily married to his wife Jennifer for 10 years and is father to sons Jack and Maddox. He is a sports enthusiast and enjoys basketball, tennis and golf. He is a member of the Financial Planning Association of Massachusetts and the United Regional Chamber of Commerce.


Christopher A. Lund MBA CFP - Lund Financial Group - Asset Management

www.lundfg.com [cached]

Christopher A. Lund

...
Chris Lund is a well-known financial adviser in Massachusetts. He began his career as a mutual funds counselor at Fidelity Investments in Boston, became Retirement Counselor for their New England region, working with employees of colleges and health care organizations. He won national recognition by preparing individuals for secure retirements based on his approach that people don't retire on growth, they retire on income.
Chris has lectured widely on financial topics at Boston University, Bentley College and Northeastern University. His retirement and college funding classes have been widely attended in the greater Boston and Providence areas. But don't be misled by his academic experiences or the thoroughness with which he plies his trade; Chris thinks and acts in practical terms, which is why his clients trust him. He plans and executes.


Newsletter & Company News

lundfg.com [cached]

Chris Lund

...
Christopher Lund of Lund Financial is the recipient of the Rhode Island Wealth Management Award as part of its service for the Rhode Island Monthly - a regional publication dedicated to bringing readers the very best of what Rhode Island has to offer. Mr. Lund, a well-known financial adviser in Rhode Island and Massachusetts and beloved youth basketball coach, partnered with Rhode Island Monthly as part of an initiative to find wealth managers who satisfy ten objective eligibility and evaluation criteria that are associated with quality wealth management. The Rhode Island Monthly proudly nominated Christopher Lund and Lund Financial for its dedicated and exemplary financial service.


Lund Financial Group Receives 2013 Five Star

lundfg.com [cached]

Chris Lund

...
Christopher Lund of Lund Financial is the recipient of the Rhode Island Wealth Management Award as part of its service for the Rhode Island Monthly - a regional publication dedicated to bringing readers the very best of what Rhode Island has to offer. Mr. Lund, a well-known financial adviser in Rhode Island and Massachusetts and beloved youth basketball coach, partnered with Rhode Island Monthly as part of an initiative to find wealth managers who satisfy ten objective eligibility and evaluation criteria that are associated with quality wealth management. The Rhode Island Monthly proudly nominated Christopher Lund and Lund Financial for its dedicated and exemplary financial service.


Christopher Lund of the ...

www.investmentnews.com [cached]

Christopher Lund of the Lund Financial Group in Plainville, Mass., had some systems in place before he joined the Fox Financial Network last year, but decided he could use more.

What I like about the program is that I didn't have to reinvent the wheel, said Mr. Lund, who was referred to InvestmentNews by Ms. Fox.
...
It saves so much time and I'm freed up from worrying about the details of offering planning services, Mr. Lund said. My assistant and I have all the support behind us to deliver and present what we need.
Mr. Lund said that the service is well worth the cost, which Ms. Fox prices at $4,995 without personal coaching and $6,595 with coaching.

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