Christopher M Coyne, CFP®, CLU®

Wealth Management Advisor

Professional

My mission as a wealth management advisor is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis. I will help you understand the complexity of issues faced by successful individuals like you and the importance of having a sound financial plan in place.


Education

  • Fordham University, Bachelor of Arts in Journalism

Professional Designations

  • Certified Financial PlannerTM (CFP®)
    The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
  • Chartered Life Underwriter (CLU®)
    The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Associations:

I am a member of Northwestern Mutual's Fee Based Planning  group. Only 2% of Northwestern's qualify to be part of this prestigious group, which can charge fees for designing comprehensive financial plans.

I am also a founding member of the Noreaster Study Group. It's a group I started with three other Northwestern Mutual who also hold the CFP credential.We meet or speak 6 times a year and share ideas about how to help our clients better achieve their financial goals.

 

Awards & Honors

  • National Association of Insurance and Financial Advisors (NAIFA) Quality Award Winner: 2012-2015

Licenses

  • Series 6, 7, 63, 66
  • New York Life and Health
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck