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Mini lund
Lund Financial Group
Plainville, MA

Christopher Lund

CFP®
Helping clients make sound decisions about money to help them work towards achieving all that is important to them in life.

Meet Christopher

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Introduction - Christopher Lund
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Preparing for Retirement - Christopher Lund
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Developing a Long-Term Illness Care Plan - Christopher Lund
Video Transcripts

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 a financial planner. Then in 2006 after becoming a CERTIFIED FINANCIAL PLANNER ® practitioner and receiving his MBA, Chris…

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 a 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 FINRA (Series 7, 24, 63) registered. He is also a CFP® professional, and an 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.

Tax services are not offered through, or supervised by, The Lincoln Investment Companies.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
Tax Planning
Estate Planning
Employer Sponsored Retirement Plans

Experience with

Small business owners
Business executives
Families

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
MBA
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