Christopher Wood
Helping families and business achieve their financial goals: investments, insurance, unique planning strategies and more
- Role
- Partner at Wood Wealth Group
- Location
- Suffolk County, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Partner
Jan 2024 — Present
Education
Deerfield Academy
High School Diploma
2004 — 2006
Babson College
Bachelor of Science in Business Management, Concentrations in Finance and Economics
2006 — 2010
Buckingham Browne & Nichols
Transferred
2002 — 2004
Skills
- Wealth Accumulation
- Protection Planning/Family Security
- Communication
- College Funding Strategies
- Gifting Strategies
- Estate Preservation
- Wealth Accumulation Strategies
- College Funds
- Small Business
- Strategic Financial Planning
- Microsoft Excel
- Series 6
- Roth Ira
- Asset Protection
- Time Management
- Powerpoint
- Licensed Life Insurance Agent
- Traditional Ira
- Fixed Annuities
- Key Person Protection
- Public Speaking
- Tax Free Income
- Estate Planning
- Retirement
- Iras
- Series 7
- Permanent Life Insurance
- Lutcf
- Multi-Generational Planning
- Succession Planning
- Financial Services
- Insurance
- Entrepreneurship
- Thought Leadership
- Retirement Planning
- 401k Rollovers
- Business Overhead Expense
- Wealth Preservation Planning
- Guaranteed Lifetime Income
- Multi-Generational Wealth Transfer
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