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Chaz Price
CERTIFIED FINANCIAL PLANNER™
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Chaz Price

CERTIFIED FINANCIAL PLANNER™
Owner of America's Professional Alliance in Toledo, Ohio, Chaz Price is a Certified Financial Planner who draws on more than 15 years of experience in the financial industry. In addition to assisting clients with their investment and financial planning needs, Chaz Price seeks to identify business opportunities. His responsibilities range from helping clients to set financial objectives and evaluating their expenses to offering guidance and creating comprehensive financial strategies. Earlier in his career, Mr. Price grew his financial planning practice from $0, to more than $8 million in portfolio assets under management in just under severn years, during his tenure at Raymond James Financial Services. Following this role, Mr. Price became a strategic team lead at TDC Investment Advisory, where he oversaw a group of financial advisors. His primary responsibilities included communicating with the team about deadlines and company goals and assessing their performance, as well as assisting senior management with training and supervision. Additionally, he managed $20 million in assets under management and implemented cost-cutting and process improvement initiatives that boosted the corporate profit margins. Mr. Price earned a bachelor of science in finance from Bowling Green State University prior to graduating with a master of business administration from the University of Toledo.
America's Retirement Headquarters
University of Toledo
Maumee, OH, USA

Professional Background

  • Current status
    Employed
    Not open to opportunities
  • Profession
    Other
  • Fields
  • Work experience
    More than 15 years (More than 15 years relevant)
  • Management
  • Skills
    Comprehensive
    Planning
    Retirement Plan Consulting
    Investment Management
    Financial Planning
    Employee Benefits
    Management
    Managing
  • Languages
    English
    Native or Bilingual
  • Highest level of education
    Master

Job search preferences

  • Desired job type
    Full-time
    Not interested in working remotely
  • Desired positions
    CERTIFIED FINANCIAL PLANNER™
  • Desired work locations
    Ohio, USA
  • Freelance
    Non-freelancer

Work Experience

Certified Financial Planner

Feb 2020 - Present
As your Personal CFO, I provide a holistic approach to financial planning. I look beyond your investment management needs and seek to solve a full set of challenges necessary to achieving true financial independence. My areas of expertise range from retirement planning and asset protection, to wealth transfer and charitable giving. I work with teams of trustworthy, specialized professionals, including CPAs, attorneys, as well as your existing advisers, to help drastically reduce time spent on financial matters you may not be an expert in. This allows you more time to focus on things you are an expert in - like inspiring people, leading your family, growing your organization and enjoying life!

Multi-Family Wealth Adviser

Feb 2019 - Jan 2020
1 yr 0 mos
1440 Arrowhead Dr. Maumee, OH 43537 I'm a multi-family wealth adviser that uses evidence-based research and a fiduciary standard of care to connect wealth with purpose. Whether it be the integration of an estate planning attorney into a legacy plan, or the coordination of a CPA into a business succession arrangement, to the implementation of a time-tested, diversified, and disciplined retirement income strategy, we can help you realize the vision of enduring wealth for generations to come

Wealth Management Adviser

May 2013 - Jan 2019
5 yrs 9 mos
7261 West Central Ave. Toledo, OH 43617 My approach to financial planning is consultative and collaborative. At its core, is a clear understanding of your individual financial circumstances and objectives. Developing solutions to meet those goals, as well as providing guidance about areas of your life you may not have considered, are the primary services I can offer you as your financial adviser. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Garrison Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER™ and CFP in the U.S.

Financial Advisor

Jun 2010 - Apr 2013
2 yrs 11 mos
6392 Monroe St. Slyvania, OH 43560 As a branch-based financial advisor, I specialized in helping medium to high net worth individuals retire on time with dignity and comfort, by providing them reliable income streams they could not outlive.

Licensed Financial Consultant

Dec 2003 - Jun 2010
6 yrs 7 mos
1900 East 9th St. Cleveland, OH 44114 As a licensed financial consultant, I offered a comprehensive suite of banking, brokerage, and insurance solutions, to help meet the needs of individuals with medium and long-term financial goals.

Education

Master of Business Administration (MBA)
Masters of Business Administration MBA Finance and Financial
2001 - 2005
BSBA Finance
1997 - 2001
Master of Business Administration (MBA)
Bachelor's of Science in Business Administration Finance
1993 - 1997