Christian Karcher, CFP®
DIRECTOR OF FINANCIAL PLANNING
Christian is responsible for:
- 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.
He is a CERTIFIED FINANCIAL PLANNER™ professional and maintains his Series 7 securities registration through LPL Financial and his series 66 through Freedman Financial.
And though he roots for the Bucks, Packers, Brewers and Badgers, he is a welcomed addition to our Boston sports biased office.
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