President & Wealth Advisor of Lund Wealth Management, 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 registered representative (Series 7, 24, 63), CFP® professional and Accredited Investment Fiduciary (AIF®). 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 15 years and is father to sons Jack and Maddox. He is a sports enthusiast and enjoys skiing, tennis and golf. He is a member of the Financial Planning Association of Massachusetts and the United Regional Chamber of Commerce.