Chase joined the Weatherly team in early 2019 to expand upon the Firm’s high-quality level of client support and financial planning services. His focus areas include client relationship management, preparing and updating financial plans, transfer of asset related support and analyses, performance reporting, and trading support. His goals include delivering advice with a high degree of personalization. He also assists with tracking of internal processes and research and analysis related to client retirement plans.
Chase has previous work experience with a national financial planning software company, which advisors utilized to model projections and alternative scenarios for their clients. Chase was on the financial planning team, where he worked hand in hand helping advisors properly build scenarios and had exposure to thousands of plans over the years. Chase also obtained the CFP® designation which allowed him to deepen his level of knowledge and lead Continuing Education courses for other CFP® professionals.
Chase received his B.A. in Economics from San Diego State University in May of 2014. While there, he was a member of the Finance & Investment Societywww and the Motocross Club. Chase was certified through the IRS and volunteered to prepare taxes for low income families in San Diego county, free of charge, with the 2018 Volunteer Income Tax Assistance (VITA) vvv program.
Outside of Weatherly, he enjoys working and riding his motorcycles and trying out different recipes in the kitchen and barbecue smoker.
Education:
San Diego State University, B.A. (Economics), California
Certifications:
License(s): Series 65 D
CERTIFIED FINANCIAL PLANNER™ professional (CFP)A
Active Memberships:
Financial Planning Association (FPA) +
Estate Planning Council of San Diego v
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