Christopher A. Lund
MBA, CFP®
Experienced  Impartial Trusted
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Chris Lund is a well-known financial adviser in Massachusetts. He began his career as a mutual funds counselor at Fidelity Investments in Boston, became Retirement Counselor for their New England region, working with employees of colleges and health care organizations. He won national recognition by preparing individuals for secure retirements based on his approach that
 people don’t retire on growth, they retire on income.
Chris has lectured widely on financial topics at Boston University, Bentley College and Northeastern University. His retirement and college funding classes have been widely attended in the greater Boston and Providence areas. But don’t be misled by his academic experiences or the thoroughness with which he plies his trade; Chris thinks and acts in practical terms, which is why his clients trust him. He plans and executes.
Background
- BA, Accounting—Bentley College
- MBA, Business Administration—Bentley College
- CERTIFIED FINANCIAL PLANNER™ practitioner
- FPA—Financial Planning Association of MA, member
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- Very happily married to Jennifer, and father to sons Jack and Maddox
- Coaches youth basketball
- Avid reader
- Enjoys playing golf and tennis
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Cheryl Warren-Powers
Executive Assistant
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Cheryl's background in the finance industry brings a distinctive addition to Lund Financial Group. In her experience as a Mortgage Loan Officer, Office Manager, Executive Assistant, Relationship Manager, and Chief Operations Officer, she has developed a unique understanding of financial markets.
As Client Service Manager for Lund Financial Group, Cheryl is responsible for maintaining client relationships and ensuring that the client’s needs are met in an efficient manner. Cheryl manages all aspects of client servicing for the firm and serves as the primary liaison to the firm's existing clients, prospective clients and professional partners.
She has a Bachelor of Arts degree in Economics from Wheaton College, Norton, MA where she was a varsity basketball and softball player and a member of the 1994 Final Four team. Cheryl also received her Insurance license in 2009. She resides in Attleboro, MA with her husband Shawn.
Cheryl can be reached via email at Cheryl@lundfg.com. |
