Christopher Fromm
Sr. Director of Planning - National Planning Institute at Osaic | Jacksonville, Florida, United States
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Christopher Fromm serves as the Senior Director of Planning at Osaic, where he plays a pivotal role in the National Planning Institute. With a robust background as a financial planning analyst, Christopher brings a wealth of expertise in investment, retirement, estate, and business succession planning. His current role is centered around providing high-level technical support to advisors, particularly in navigating the complexities associated with high net worth clients.
In his capacity within the advanced planning team, Christopher is instrumental in developing sophisticated financial strategies that address the unique needs of affluent individuals and families. He collaborates closely with internal teams, advisors, and external legal counsel to create comprehensive plans that encompass various aspects of wealth management, including strategic financial planning, asset allocation, and portfolio management. His proficiency in securities and investment advisory services, underscored by his Series 6, 7, and 66 licenses, enables him to deliver tailored solutions that enhance clients' financial well-being.
Key projects under Christopher's leadership often involve intricate planning scenarios that require a deep understanding of wealth accumulation strategies and the nuances of mutual funds. His commitment to excellence is further demonstrated by his credentials as a Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®), which equip him with the tools necessary to guide clients through the complexities of their financial landscapes. As a thought leader in the industry, Christopher Fromm continues to elevate the standards of financial planning at Osaic, ensuring that clients receive the highest level of service and expertise.
Sr. Director of Planning - National Planning Institute at Osaic in May 2024 to Present
Sr. Director of Planning - National Planning Institute at Osaic FA (Formally Lincoln Financial Advisors) in May 2021 to May 2024
Director of Financial Planning - National at Osaic FA (Formally Lincoln Financial Advisors) in July 2009 to May 2021
Senior Financial Planning Analyst - National at Osaic FA (Formally Lincoln Financial Advisors) in January 2008 to July 2009
Financial Planning Analyst - National at Osaic FA (Formally Lincoln Financial Advisors) in January 2005 to January 2008
Financial Planning Analyst - Regional at Osaic FA (Formally Lincoln Financial Advisors) in June 2001 to January 2005
Financial Data Services, Senior Associate at Merrill Lynch in January 2000 to January 2001
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Series 6, 7, & 66
Strategic Financial Planning
Retirement
Investments
Asset Allocation
Financial Advisory
Mutual Funds
Finance
Wealth
Portfolio Management
Analysis
ChFC & CFP®
Wealth Accumulation
High Net Worth Individuals
Florida Life, Health, & Annuities
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Discover more about OsaicWhat is Christopher Fromm email address?
Email Christopher Fromm at [email protected]. This email is the most updated Christopher Fromm email found in 2026.
How to contact Christopher Fromm?
To contact Christopher Fromm send an email to [email protected]. (updated on October 30, 2024)
What company does Christopher Fromm work for?
Christopher Fromm works for Osaic
What is Christopher Fromm's role at Osaic?
Christopher Fromm is Sr. Director of Planning - National Planning Institute
What is Christopher Fromm's Phone Number?
Christopher Fromm's phone (305) ***-*112
What industry does Christopher Fromm work in?
Christopher Fromm works in the Financial Services industry.
Christopher Fromm Email Addresses
Christopher Fromm Phone Numbers
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