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Chase Gorman

CFP®, CRPC™

picture of a planner

Here to act in your best interests

About me

I believe everyone has a story, and that story deserves to be heard. That’s why I'm passionate about building strong client relationships, fueled by a deep desire to positively impact people's lives. My goal is to help my clients achieve their financial goals with confidence and clarity. In my free time, I love camping, fishing, hunting and playing golf. I keep my mind sharp by playing chess.

Certifications

CERTIFIED FINANCIAL PLANNERâ„¢

Chartered Retirement Planning Counselorâ„¢

Education

Bachelor of Business Administration, Finance - Iowa State University

Visit one of our Locations

Dallas I - Dallas

13727 Noel Road

Tower 2, Suite 1075

Dallas, TX 75240

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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