Chase Gorman
CFP®, CRPC™
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
Working with Us
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Certain services provided on an educational and guidance basis only.