Frances Cronlund

Frances Cronlund, CExP, CFP®, CIMA®, CTFA®

S.V.P., Senior Wealth Advisor
Raleigh

Joined Curi Capital

August 2019

Education

  • BA from Salem College in Business Administration with an Economics specialization
  • Campbell University, The College of Financial Planning
  • The Wharton School’s Institute for Executive Education

Accreditations

  • Certified Investment Management Analyst
  • Certified Exit Planner
  • Certified Trust and Fiduciary Advisor
  • CERTIFIED FINANCIAL PLANNER™

Affiliations

  • Daughters of the American Revolution chapters in Raleigh

Bio

Frances Cronlund is S.V.P., Senior Wealth Advisor for Curi Capital where she provides thought leadership and coaching to our company’s team of advisors while also remaining a practicing advisor.

Frances is a Chicago native with roots in Northern Ohio and East Tennessee. She earned her BA from Salem College in Business Administration with an Economics specialization. Frances furthered her education at Campbell University, The College of Financial Planning and The Wharton School’s Institute for Executive Education.

Frances is also a financial planning guest lecturer at her alma mater, Salem College, which just celebrated their 250th anniversary. To commemorate the anniversary, Frances and four other alumnae recreated their founders’ journey by walking 500 miles from Bethlehem, PA to Winston-Salem, NC, on foot. PBS created a documentary, “Journey to Salem,” about their adventure which was released in March 2023. Outside of the office, Frances and her husband, Matt, love traveling with their children, Katrin and Henry.

With three decades of wealth management experience, she is driven by a desire to prepare families through financial education.

Registered Rep: Investment Advisory Services are offered through Curi Capital. Securities are offered through Integrity Alliance, LLC. (LSF), member FINRA & SIPC. Integrity Alliance, LLC is not an affiliated company and does not provide tax or legal services.

Integrity Alliance, LLC CRS

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News & Insights featuring Frances Cronlund

  • CEXP designation. Trademark status uncertain; not identified as a registered mark.
  • Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • CIMA® and CERTIFIED INVESTMENT MANAGEMENT ANALYST® are certification marks of Investment Management Consultants Association Inc., doing business as Investments & Wealth Institute.
  • CTFA® is a registered certification mark of the American Bankers Association.