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

    See Francis’s Licenses and Disclosures

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    Charter Oak Insurance and Financial Services Co.: The Hamden Office

    Satellite Office

    2321 Whitney Avenue Suite 402
    Hamden, CT 06518

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