Francis Friend, CFP®

Francis Friend, CFP® has been part of the financial services and insurance industry since 2008. With a background in insurance and small business, he brings valuable experience to helping clients navigate important financial decisions. Francis specializes in retirement income planning, wealth management, investments, annuities, life insurance, and long-term care planning. He holds his Series 7 and 66 licenses through LPL Financial and is a CERTIFIED FINANCIAL PLANNER™ professional. He is passionate about partnering with clients to help them pursue their financial goals and maintain long-term financial independence.

Outside the office, Francis enjoys reading, hiking, and home brewing. He and his wife, Glynis, have two young daughters.