Chase Katterman
Financial Consultant at Equitable Advisors
- Role
- Financial Consultant at Equitable Advisors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Chase Katterman
My goal, as a financial consultant, is to develop long-term relationships with my clients, based on my dedication and commitment to them, their families, and their businesses. Working together, I am focused on helping my clients articulate and realize their financial goals, and providing the confidence that comes with a well formulated financial program.Specializing in the public education sector, I proudly serve as the 403(b) retirement benefits provider for Hampton Twp, Pine-Richland, Yough, Hempfield, Northgate, Armstrong, Norwin, Penn Hills, Pittsburgh Public, Brooke Co, Hancock Co, East Liverpool, Commodore Perry, WIU, and AIU school districts.Feel free message me for info on your state pension or district specific 403(b) plan.
Experience
Financial Consultant
Jan 2020 — Present · Pittsburgh, PA, US
My professional goal is to help my clients secure their financial future through strategic planning and investment advice.
Education
Duquesne University
Bachelor's degree, Finance & Sports Marketing
2013 — 2017
Skills
- Customer Service
- Asset Allocation Strategies
- Microsoft Excel
- Leadership
- Insurance Strategies
- Fluent in Microsoft Excel 2013
- Insurance Needs Analysis
- Microsoft Word
- Retail
- Annuity Strategies
- Management
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