Chase Grundy, CFP®
Fort Collins, Colorado, United States
836 followers
500+ connections
Fort Collins, Colorado, United States
836 followers
500+ connections
About
I am a Certified Financial Planner™️. A Proud Alumni of Western Kentucky University (Go…
Activity
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I am thrilled to announce I’ve officially joined Mike Turi, CFP® APMA™ as Managing Partner and Lead Financial Planner at Upbeat Wealth! This move…
I am thrilled to announce I’ve officially joined Mike Turi, CFP® APMA™ as Managing Partner and Lead Financial Planner at Upbeat Wealth! This move…
Liked by Chase Grundy, CFP®
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The first Roth IRAs are 26 years old…the oldest Roth I’ve ever come across was a client who Started funding one in 2001. Which the maximum was…
The first Roth IRAs are 26 years old…the oldest Roth I’ve ever come across was a client who Started funding one in 2001. Which the maximum was…
Liked by Chase Grundy, CFP®
Experience
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Education
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Gordon Ford College of Business at Western Kentucky University
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Activities and Societies: Financial Management Association, Pi Kappa Alpha
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Activities and Societies: Pi Kappa Alpha
Licenses & Certifications
Volunteer Experience
Courses
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CFA Level 1
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Corporate asset management
437
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Corporate funds management
438
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Financial data modeling
307
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International finance
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Investment theory
332
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Personal Finance
161
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Personal selling
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Principles of investing
330
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investment management
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Honors & Awards
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KY State Motocross Champion
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United States World Karate Team
World karate association
Organizations
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American motorcycle association
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Pi Kappa Alpha
Recruitment Chair
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Financial management association
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Financial planners association
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World karate association
Team member
More activity by Chase
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I'm incredibly grateful for the journey and the opportunity to work with Lisa Balter Saacks. Her professionalism, gratitude, and servant leadership…
I'm incredibly grateful for the journey and the opportunity to work with Lisa Balter Saacks. Her professionalism, gratitude, and servant leadership…
Liked by Chase Grundy, CFP®
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Have you met our Head of Strategy and Experience, Kenneth Connally? He brings over 15 years of experience in the financial services industry…
Have you met our Head of Strategy and Experience, Kenneth Connally? He brings over 15 years of experience in the financial services industry…
Liked by Chase Grundy, CFP®
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Met with a new prospect this week. She is 27, earns a six figure salary, contributes 10% to her 401K, has student loans of over 100K. She's saved a…
Met with a new prospect this week. She is 27, earns a six figure salary, contributes 10% to her 401K, has student loans of over 100K. She's saved a…
Liked by Chase Grundy, CFP®
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We're thrilled to share the latest product updates for July, designed to make estate planning more efficient and collaborative. 🌟 Introducing the…
We're thrilled to share the latest product updates for July, designed to make estate planning more efficient and collaborative. 🌟 Introducing the…
Liked by Chase Grundy, CFP®
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Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Jesse Wideman Jr., CFP® & Cynthia…
Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Jesse Wideman Jr., CFP® & Cynthia…
Liked by Chase Grundy, CFP®
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Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Jeff Seitz, CFP®, CIMA® & Chase…
Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Jeff Seitz, CFP®, CIMA® & Chase…
Liked by Chase Grundy, CFP®
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