Focus: Insurance Strategies, Investment Strategies, Business Owners, Business Succession Planning, Estate Planning
Chris Derham is a managing associate with Charter Oak Financial, whose proud history dates back to 1886. Chris focuses on holistic financial planning, working primarily with owners of closely held businesses and pharmacists to address their unique planning needs.
Chris began his financial services career as a mortgage banker, but his move to financial planning was actually inspired by a relative’s disastrous experience with an unscrupulous advisor. The situation highlighted for Chris how important it is for people to be well educated about their options, and for their financial services provider to be trustworthy. He has made these principles the cornerstone of his practice, and applies them to everyone he meets—whether they become clients or not.
Outside of work, Chris is a 32nd degree Freemason, and a member of the Shriners. He serves on the board of the TPC River Highlands, which is a second home to this avid golfer.
Check the background of this investment professional on FINRA’s BrokerCheck
2321 Whitney Avenue Suite 402
Hamden, CT 06518