Chad Kasper
Executive Director, Financial Planning at Edelman Financial Engines
- Role
- Executive Director Financial Planning at Edelman Financial Engines
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Chad Kasper
Experienced Independent Financial Advisor with over 20 years in the Financial Services…
Experience
Executive Director Financial Planning
Jan 2025 — Present
Skills
- 401k
- Retirement Planning
- Finra
- Equities
- Asset Allocation
- Mutual Funds
- Series 7
- Investments
- Financial Advisory
- Roth Ira
- Profit Sharing
- Retirement
- 401k Rollovers
- Financial Services
- Financial Planning
- Defined Contribution
- Defined Benefit
- Fiduciary
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