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Chris Roehm, Cfp® Email & Phone Number
Registered Representative | Advanced Planning Strategies with Life Insurance and Qualified Plans
at
Lion Street
1 work email found
@universal-partners.com
2 phones found area 954
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Representative | Advanced Planning Strategies with Life Insurance and Qualified Plans
Location
Fort Lauderdale, Florida, United States
Company size
Who is Chris Roehm, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Chris Roehm, Cfp® is listed as Registered Representative | Advanced Planning Strategies with Life Insurance and Qualified Plans at Lion Street, a company with 147 employees, based in Fort Lauderdale, Florida, United States. AeroLeads shows a work email signal at universal-partners.com, phone signal with area code 954, and a matched LinkedIn profile for Chris Roehm, Cfp®.
Chris Roehm, Cfp® previously worked as Retirement Planning for Farmers at Lion Street and Director of Law Firm Relations at Udell Associates. Chris Roehm, Cfp® holds Bachelor Of Science Agriculture, Food Science from University Of Florida.
Company email context
Email format at Lion Street
This section adds company-level context without repeating Chris Roehm, Cfp®'s masked contact details.
*@universal-partners.com
68% confidence
AeroLeads found 1 current-domain work email signal for Chris Roehm, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Chris Roehm, Cfp®
Above average Rugby Referee and exceptional Financial Planner and Life Insurance Guy
Listed skills include Life Insurance, Strategic Planning, Business Development, Business Strategy, and 8 others.
Current workplace
Chris Roehm, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Lion Street
5 roles
Chris Roehm, Cfp® work experience
A career timeline built from the work history available for this profile.
Retirement Planning For Farmers
CurrentSecurities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Csenge Advisory Group (CAG), an investment adviser registered with the SEC. "The Life Insurance Guy", CAG, and LSF are not affiliated.
Jul 2008 - Present
Director Of Law Firm Relations
I became a technical expert on how life insurance can make estate plans better. More importantly, while working with very wealthy families, I realized what was most important was not the avoidance of estate tax but rather ensuring the family succeeds after the loss of their leader.
Aug 2006 - Jun 2008
Dealer Sales
Juris Southeast / Matthew Bender. As a Juris dealer we did the data conversion, installation, training and provided ongoing support and software maintenance for accounting software for over 300 law firms across Florida, Georgia and Alabama. Previous to Juris, I sold law books to attorneys for Matthew Bender. LexisNexis acquired Matthew Bender in 1994 and.
Jan 1989 - May 2006
Student Manager
Sold dictionaries, Bibles, and cookbooks door-to-door in Ohio, Pennsylvania, and Illinois.
May 1982 - Aug 1984
Team & coworkers
Colleagues at Lion Street
Other employees you can reach at lionstreet.com. View company contacts for 147 employees →
SO
Simon Owen, Cfp®, Clu®, Chfc®
Colleague at Lion Street
La Canada Flintridge, California, United States, United States
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SB
Siobhán Blount
Colleague at Lion Street
Austin, Texas, United States, United States
View →
JS
John Steel
Colleague at Lion Street
Scottsdale, Arizona, United States, United States
View →
MP
Marcus Plaut
Colleague at Lion Street
Oxnard, California, United States, United States
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GH
George Hester
Colleague at Lion Street
Greater Jackson Area, United States
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PA
Patrick Allen
Colleague at Lion Street
Greater Richmond Region, United States
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DP
Dennis Pompa
Colleague at Lion Street
Hutto, Texas, United States, United States
View →
HD
Harold D. Cooley, Ii Rfc
Colleague at Lion Street
Raleigh, North Carolina, United States, United States
View →
KN
Karen Nicholas
Colleague at Lion Street
Austin, Texas, United States, United States
View →
HW
Heather Williams
Colleague at Lion Street
San Diego, California, United States, United States
View →
Simon Owen, Cfp®, Clu®, Chfc®
Colleague at Lion Street
La Canada Flintridge, California, United States, United States
View →
SB
Siobhán Blount
Colleague at Lion Street
Austin, Texas, United States, United States
View →
JS
John Steel
Colleague at Lion Street
Scottsdale, Arizona, United States, United States
View →
MP
Marcus Plaut
Colleague at Lion Street
Oxnard, California, United States, United States
View →
GH
George Hester
Colleague at Lion Street
Greater Jackson Area, United States
View →
PA
Patrick Allen
Colleague at Lion Street
Greater Richmond Region, United States
View →
DP
Dennis Pompa
Colleague at Lion Street
Hutto, Texas, United States, United States
View →
HD
Harold D. Cooley, Ii Rfc
Colleague at Lion Street
Raleigh, North Carolina, United States, United States
View →
KN
Karen Nicholas
Colleague at Lion Street
Austin, Texas, United States, United States
View →
HW
Heather Williams
Colleague at Lion Street
San Diego, California, United States, United States
View →
1 education record
Chris Roehm, Cfp® education
FAQ
Frequently asked questions about Chris Roehm, Cfp®
Quick answers generated from the profile data available on this page.
What company does Chris Roehm, Cfp® work for?
Chris Roehm, Cfp® works for Lion Street.
What is Chris Roehm, Cfp®'s role at Lion Street?
Chris Roehm, Cfp® is listed as Registered Representative | Advanced Planning Strategies with Life Insurance and Qualified Plans at Lion Street.
What is Chris Roehm, Cfp®'s email address?
AeroLeads has found 1 work email signal at @universal-partners.com for Chris Roehm, Cfp® at Lion Street.
What is Chris Roehm, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 954 for Chris Roehm, Cfp® at Lion Street.
Where is Chris Roehm, Cfp® based?
Chris Roehm, Cfp® is based in Fort Lauderdale, Florida, United States while working with Lion Street.
What companies has Chris Roehm, Cfp® worked for?
Chris Roehm, Cfp® has worked for Lion Street, Udell Associates, Lexisnexis, and The Southwestern Company.
Who are Chris Roehm, Cfp®'s colleagues at Lion Street?
Chris Roehm, Cfp®'s colleagues at Lion Street include Simon Owen, Cfp®, Clu®, Chfc®, Siobhán Blount, John Steel, Marcus Plaut, and George Hester.
How can I contact Chris Roehm, Cfp®?
You can use AeroLeads to view verified contact signals for Chris Roehm, Cfp® at Lion Street, including work email, phone, and LinkedIn data when available.
What schools did Chris Roehm, Cfp® attend?
Chris Roehm, Cfp® holds Bachelor Of Science Agriculture, Food Science from University Of Florida.
What skills is Chris Roehm, Cfp® known for?
Chris Roehm, Cfp® is listed with skills including Life Insurance, Strategic Planning, Business Development, Business Strategy, Mergers And Acquisitions, Valuation, Business Planning, and Asset Protection.
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