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....
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.
