Chris Frain a wealth management financial advisor based in Chesterton, IN.
Chris joined CAPTRUST in 2020 as a financial advisor and relationship manager. Chris provides comprehensive financial planning for individuals and families. He walks clients through the retirement planning journey and helps them transition into life after retirement.
In addition, he assists in plan design, plan review, and participant education for the institutional side of the business.
Prior to joining CAPTRUST, Chris was a financial advisor with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002.
Chris holds the designations of Certified Wealth Strategist® (CWS®), Certified 401(k) Professional (C(k)P®), and Chartered Retirement Plans Specialistâ„ Â (CRPS®). He holds a Bachelor’s degree in finance from the University of Iowa. Outside of work, Chris enjoys spending time with his wife and daughter. He is a self-proclaimed sports fanatic who enjoys traveling and big city adventures.
Education
- Bachelor of Science degree in finance from the University of Iowa
Industry Designations
- Certified 401(k) Professional
- Chartered Retirement Plans Specialistâ„
- Certified Wealth Strategist®
Memberships
- Volunteer, Rebuilding Together Duneland
- Volunteer, United Way
- Volunteer, Junior Achievement
- Member, Delta Chi Fraternity
Awards & Recognition
- NAPA Top DC Advisor Teams | 2020, 2021, 2022, and 2024 (CAPTRUST Chesterton)