Francis Lynch


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Fran Lynch has been helping medical professionals, corporate executives and small-business owners meet their financial goals since 2002. Fran’s background in both medicine and business give him unique insights into the situations his clients face every day: Originally trained as a reconstructive foot and ankle surgeon, Fran headed a multi-office podiatric practice for three years before embarking on a successful financial career, which included the launch of his own marketing company.

    Fran uses an educational approach to guide his clients through creating and maintaining a comprehensive and coordinated financial strategy. His knowledge and experience helps them to meet their objectives efficiently and in step with an ever-changing legal, economic and product/service landscape. Above all, Fran considers his true value to be showing successful people what is possible in their financial planning strategy.

    In addition to running his practice, Fran serves on Charter Oak’s management team, helping to train and mentor new advisors. Outside of the office, Fran is passionately involved with coaching youth sports in his community. He resides in North Haven, CT with his wife of 35 years, Bernadette (Bunny). They have four children: Michelle, Jessica, Brian and Steven.

     

    Areas of Practice

    • Asset and Income Protection
    • Education Planning
    • Retirement Planning
    • Investment Advisory Services
    • Estate Planning
    • Trust and Private Client Services
    • Business Needs Analysis
    • Business Succession Planning
    • Employee and Executive Benefits

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    Charter Oak Financial: The Hamden Office

    Satellite Office

    2321 Whitney Avenue Suite 402
    Hamden, CT 06518

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    CRN202010-238285