[PEABODY, MA] — [July 14, 2021] – We are pleased to announce that Christian Karcher was recently promoted to Director of Financial Planning at Freedman Financial. Christian has served as a financial planning associate for the past four years.
During this time, Christian earned his CFP and maintains his Series 7 securities registration through LPL Financial and his series 66 through Freedman Financial. In addition to supporting Freedman Financial’s President and CEO, Marc Freedman, he has assisted Marian Gilman, Executive Vice President, and Partner, with the development, presentation, and analysis of financial plans, and began interacting with clients to deliver “Financial advice in a Language You Can Understand”®.
“Christian has proven that he’s ready to assume a leadership role at the firm. He’s exhibited intelligence, strong analytical skills, and a true sense of caring with our clients,” said Marc Freedman President/CEO of Freedman Financial.
You can expect Christian to play an even more integrated role in the practice as he looks to help us add additional support personnel to our team; and work even more closely with Marion and Marc.
Christian’s responsibilities as Director of Financial Planning will include:
- Financial plan design and preparation
- Retirement planning scenarios
- Insurance review
- Providing financial advice to clients
- Investment analysis
Christian hails from Wisconsin and was recently married to his long-time sweetheart, Jessica. He brings strong technical skills, mastery at running “what-if” planning scenarios, and a fresh eye to our continued approach of delivering personalized client solutions.
ABOUT FREEDMAN FINANCIAL
REAL FINANCIAL PLANNING. Smart, yet uncomplicated. At Freedman Financial, real financial planning means having honest conversations. These help us guide our clients towards capitalizing on their life’s work. Our mission is to deliver a financial plan tailored to their personal needs, guide them through life’s key financial conversations, and make sure they are confident in our advice year after year. For more than 50 years, Freedman Financial continues to serve the financial planning and investment management needs of the community with “financial advice in a language you can understand™”.
Freedman Financial of Peabody, MA currently serves the financial planning and investment management needs of 459 households and manages $474 Million as of 12/31/2020. They are registered investment advisors with the Securities and Exchange Commission. Securities are offered through LPL Financial. Member FINRA/SIPC.
Freedman Financial is a separate entity from LPL Financial.
If you would like more information about Freedman Financial, please contact Jodi Deldon, Director of First Impressions at 978-531-8108, firstname.lastname@example.org or www.freedmanfinancial.com
Back to Blog