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Christopher M. Fromm, CFP®, CBEC® , ChFC®

Christopher M. Fromm, CFP®, CBEC® , ChFC®

Sr. Consultant, Business and Tax Planning Specialist

Chris joined Osaic Wealth, Inc. (formerly Lincoln Financial Advisors) in 2001 and specializes in comprehensive financial planning for high-net-worth individuals with expertise in estate and business planning. He holds the CFP® certification, CBEC®, and ChFC® designations in addition to the Series 6, 7, and 66 registrations, along with the Florida Life, Health and Annuity license. Chris is a member of the National Planning Institute and serves on the Estate and Business Planning Committee, Business Intelligence Institute*, Private Wealth Services Group**, and supports Dynamic Financial Planning. He is a graduate of the University of North Florida with a bachelor’s degree in Business Administration. He resides just outside of Jacksonville, FL with his wife, son, and dog