Chad Soukup
Partner at JVL Wealth Strategies
- Role
- Partner at Jvl Wealth Strategies
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Partner
Jan 2021 — Present
Education
Grand Valley State University
MBA, Accounting and Finance Empahsis
2006 — 2008
Grand Valley State University
BBA, Accounting
2002 — 2006
Skills
- Tax Planning
- High Net Worth Individuals
- Investments
- Business Owner Planning
- Estate Tax Planning
- Family Business
- Succession Planning
- Portfolio Management
- Excel
- Retirement Planning
- Wealth Management
- Investment Advisory
- Estate Planning
- Asset Management
- Financial Planning
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