My Story
Chris Finefrock is the Senior Vice President of Financial Planning and Investments for our partner, Valmark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals.
He also oversees the practice management and financial technology area which assesses third-party vendor technology and assists Member Firms in the selection and implementation of processes within their practice. Lastly, he oversees the investment operations division including data processing, books and records retention, principal review and custodial platform relationships.
Mr. Finefrock holds a BSBA in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
EDUCATION
- + BSBA in Financial Services, University of Akron
- + MBA in Finance, University of Akron
DESIGNATIONS
- + CFP® – Certified Financial Planner
LICENSING
- + Series 7, 24 and 66 Registrations
- + Ohio Life, Health and Variable Licenses
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients' unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.
