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

  1. Partner

    Jvl Wealth Strategies

    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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Chad Soukup — Partner at Jvl Wealth Strategies in Grand Rapids, MI, US | Unifers