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This profile was last updated on 4/25/14  and contains information from public web pages and contributions from the ZoomInfo community.

Christopher A. Lund

Wrong Christopher A. Lund?

President

Phone: (508) ***-****  HQ Phone
Email: c***@***.com
Lund Financial Group
30 Manmar Drive Suite 8
Plainville, Massachusetts 02762
United States

Company Description: Lund Financial Group and our partners have been providing investment management and financial planning services to successful families and business owners since...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • MBA
26 Total References
Web References
Chris ...
lundfg.com, 25 April 2014 [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.
FIPP Website | Brand extensions key route to success for business publishers
www.fipp.com, 31 May 2005 [cached]
From left: Hugh Roome, Christopher Lund, Claus Wuestenhagen, Gordon Hughes, Santosh Goenka
...
Following the theme of auxiliary services, Christopher Lund, president of the Brazil's Lund Group, said: "Brand extensions can be great, but only if they are done correctly.There are a number of criteria and questions that you have to ask before you embark upon any brand extension."
Lund spelled out the key questions he asks before embarking on such extensions: "Is it firmly based in your readers' and advertisers' needs and is it going to distract your sales force and advertisers for little actual profit.Will it build your brand or dilute it?"
Lund went on to outline how the NEI product brand in Brazil had been rolled out from a successful magazine to a ‘Top Five' suppliers supplement, a directory and online search facility that receives 46,000 searches a month.
Christopher A. Lund MBA CFP - Lund Financial Group - Asset Management
www.lundfg.com, 29 July 2013 [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.
Chamber Committees, Board of Directors, Staff
www.tri-townchamber.org, 24 Nov 2008 [cached]
Christopher Lund, Member-At-LargeLund Financial Services, Mansfieldchris@lundfg.com
Chris ...
lundfg.com, 5 April 2013 [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.
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