Chris Roehm, Cfp® Email and Phone Number
Chris Roehm, Cfp® work email
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Chris Roehm, Cfp® personal email
Chris Roehm, Cfp® phone numbers
Above average Rugby Referee and exceptional Financial Planner and Life Insurance Guy
Lion Street
View- Website:
- lionstreet.com
- Employees:
- 147
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Registered Representative | Advanced Planning Strategies With Life Insurance And Qualified PlansLion StreetFort Lauderdale, Fl, Us
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Retirement Planning For FarmersLion Street Jul 2008 - PresentFort Lauderdale, FloridaSecurities 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.
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Director Of Law Firm RelationsUdell Associates Aug 2006 - Jun 2008I 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. -
Dealer SalesLexisnexis Jan 1989 - May 2006Juris 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 Juris in 2006. -
Student ManagerThe Southwestern Company May 1982 - Aug 1984Sold dictionaries, Bibles, and cookbooks door-to-door in Ohio, Pennsylvania, and Illinois.
Chris Roehm, Cfp® Skills
Chris Roehm, Cfp® Education Details
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Food Science
Frequently Asked Questions about Chris Roehm, Cfp®
What company does Chris Roehm, Cfp® work for?
Chris Roehm, Cfp® works for Lion Street
What is Chris Roehm, Cfp®'s role at the current company?
Chris Roehm, Cfp®'s current role is Registered Representative | Advanced Planning Strategies with Life Insurance and Qualified Plans.
What is Chris Roehm, Cfp®'s email address?
Chris Roehm, Cfp®'s email address is cr****@****ers.com
What is Chris Roehm, Cfp®'s direct phone number?
Chris Roehm, Cfp®'s direct phone number is +195461*****
What schools did Chris Roehm, Cfp® attend?
Chris Roehm, Cfp® attended University Of Florida.
What are some of Chris Roehm, Cfp®'s interests?
Chris Roehm, Cfp® has interest in Yoga, Jazz, Rugby Refereeing, Golf, High School Rugby.
What skills is Chris Roehm, Cfp® known for?
Chris Roehm, Cfp® has skills like Life Insurance, Strategic Planning, Business Development, Business Strategy, Mergers And Acquisitions, Valuation, Business Planning, Asset Protection, Business, Tax, Entrepreneurship, Succession Planning.
Who are Chris Roehm, Cfp®'s colleagues?
Chris Roehm, Cfp®'s colleagues are Jon Denote, Clu, Brittany Williams, Cody Gobert, Chris Poirier, Riley Sutherland, Douglas Rafael Falk, Karen Nicholas.
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