Chad Burch
Partner, Retirement Plan Advisor
- Role
- Partner at Phillips Financial - Employee Benefits
- Location
- Fort Wayne, IN, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Chad Burch
Experienced Advisor with a demonstrated history of working in the financial services…
Experience
Partner
Phillips Financial - Employee Benefits
Feb 2004 — Present · Fort Wayne, IN, US
Education
Indiana University Bloomington
Bachelor of Science, Finance
1979 — 1983
Skills
- Finance
- 401(K) Retirement Savings Plans
- Strategic Financial Planning
- Financial Analysis
- 401k
- Disability Insurance
- Fixed Annuities
- Investments
- Retirement Planning
- Pensions
- Health Insurance
- Leadership
- Defined Benefit
- Insurance
- Strategic Planning
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Investment Strategies
- Financial Advisory
- Wealth Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.