Chase Caldwell

Legacy Wealth Partners | Certified Financial Planner™

Role
Financial Advisor at Legacy Wealth Partners
Location
Tampa, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Chase Caldwell

When COVID lockdowns brought the live events industry to a halt, my business an…

Experience

  1. Financial Advisor

    Legacy Wealth Partners

    May 2025 — Present · Tampa, FL, US

Education

  • The American College of Financial Services

    Chartered Financial Consultant, (ChFC®) Chartered Life Underwriter (CLU®), Financial Planning and Services

  • Full Sail University

    Bachelor of Applied Science (B.A.Sc.), Entertainment Business

    2008 — 2010

Skills

  • Wedding Dj
  • Serato
  • Microsoft Office
  • Dj
  • Facebook
  • Microsoft Powerpoint
  • Creative Writing
  • Photoshop
  • Entrepreneurship
  • Leadership
  • Social Media Marketing
  • Powerpoint
  • Branding Ideas
  • Media & Entertainment
  • Microsoft Word
  • Entertainment
  • Hootsuite
  • Customer Service
  • Nonprofit Organizations
  • Social Media
  • Event Planning
  • Marketing
  • Iwork
  • Music Production
  • Social Networking
  • Brand Awareness
  • Nonprofits

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Chase Caldwell — Financial Advisor at Legacy Wealth Partners in Tampa, FL, US | Unifers