Broker Check
Christopher Wood*, LUTCF, CFP®

Christopher Wood*, LUTCF, CFP®

Financial Adviser

Christopher joined Concord Wealth Management in 2014 as a Financial Advisor. Christopher’s background, efforts and dedication quickly led him to an adviser coach role in early 2015, where he helps develop incoming advisers with challenges they face when making a career transition. In 2015 he was promoted to the role of Associate Manager, during which time he successfully helped grow the organization as well as his practice which lead to him to be promoted to Vice President in 2016.

He is now responsible for adviser development as well as growing his own client base. Christopher's areas of focus include life insurance, retirement planning, case design, and business strategies. He has received various distinctions for his work including Executive Council with New York Life in 2013. He has also received the designation of Life Underwriter Training Council Fellow which is in conjunction with The American College and National Association of Insurance and Financial Advisors and is a CFP® professional.

Prior to joining Concord Wealth Management, Christopher was a financial advisor and founder of Christopher Wood Insurance and Financial Services, LLC. Prior to starting his own firm he was a financial services representative for New York Life and NYLIFE Securities.

A graduate of Babson College in Babson Park, MA, Christopher earned his Bachelor of Science in Business Management with concentrations in Finance and Economics. He is a member of the National Association of Insurance and Financial Advisors. He holds Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63, and 65 licenses. Christopher’s hobbies include golfing and hockey. He resides in Charlestown, MA.

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