Chase Grundy

Co-Founder of Balanced Wealth Partners and Certified Financial Planner ™️

Role
Co-founder, CIO, Senior Planner at Balanced Wealth Partners
Location
Fort Collins, CO, US
LinkedIn followers
500 followers

About Chase Grundy

As a Certified Financial Planner™ and co-founder of Balanced Wealth Partners, I…

Experience

  1. Co-founder, CIO, Senior Planner

    Balanced Wealth Partners

    Feb 2025 — Present · Fort Collins, CO, US

Education

  • Gordon Ford College of Business at Western Kentucky University

    Bachelor's degree, Finance and Financial Management Services

    2014 — 2017

  • Western Kentucky University

    Bachelor's degree, Finance and Financial Management Services

    2012 — 2017

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Chase Grundy — Co-founder, CIO, Senior Planner at Balanced Wealth Partners in Fort Collins, CO, US | Unifers