Christopher Fromm, ChFC®, CFP®, CBEC

Christopher Fromm works closely with financial professionals to develop sophisticated planning strategies that help clients address complex financial, estate, business succession, retirement, and wealth transfer objectives.

Drawing on extensive experience in advanced financial planning, Christopher provides guidance on a broad range of planning matters, including estate preservation and transfer strategies, business succession planning, executive compensation, retirement income planning, risk management, and investment-related planning considerations. Christopher helps advisors navigate complex client situations through practical, customized solutions that balance technical precision with real-world implementation.

As a trusted planning resource, Christopher consults on case design, advanced planning strategies, and client-specific recommendations, helping advisors deliver meaningful value to high-net-worth clients and multigenerational families. He has also played a significant role in advisor education and development, providing training and support on a wide range of financial planning topics and industry best practices.

Christopher holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Certified Business Exit Consultant® (CBEC®) designations. He maintains FINRA Series 6, 7, and 66 registrations, along with life, health, and variable insurance licenses. He earned his Bachelor of Business Administration in Financial Services from the University of North Florida.