Christopher A. Lund MBA, CFP® Experienced Impartial Trusted

“I have learned throughout my career the truth that General Honore spoke in New Orleans: Plans are like good intentions. You don’t win with good intentions. You win with execution. Execution without a plan is whimsy. A plan without execution is merely good intentions. You will be dead in the water if you don’t act to implement your plan. Plans and execution must be two sides of the same coin to make currency.”

The seasons change quickly in today’s globalizing economy, affecting long-term personal finances. Chris’ offers balance and clarity, in one-on-one sessions and workshops, with his signature voice of financial experience. His interestingly different experiences since coming into financial services in 1992, establish Chris as a financial man for all seasons.

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 area. 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