Christopher Fromm, ChFC®, CFP®, CBEC®
Consultant, High Net Worth Planning Services
Christopher has a bachelor’s degree in Business Administration. He also holds Certified Financial Planner®, Certified Business Exit Consultant®, and Chartered Financial Consultant® designations; Series 6, 7, and 66 registrations; and the Florida Life, Health and Annuity license.
An industry veteran since 2001 with expertise in estate and business planning, Christopher specializes in comprehensive financial planning for high-net-worth individuals. As a member of the High Net Worth Planning Services team, Christopher serves on estate and business planning committees, and supports initiatives focused on business succession strategies.