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Definition of Reputation Credits
Chaz Price
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.
CERTIFIED FINANCIAL PLANNER™
Toledo, OH, US
Work Experience
America's Retirement Headquarters, 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!
TDC Investment Advisory, Multi-Family Wealth Adviser, Feb 2019 ~ Jan 2020
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
Garrison Financial, LLC, Wealth Management Adviser, May 2013 ~ Jan 2019
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.
PNC Investments, Financial Advisor, Jun 2010 ~ Apr 2013
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.
National City Bank, Licensed Financial Consultant, Dec 2003 ~ Jun 2010
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
University of Toledo, Master of Business Administration (MBA), Masters of Business Administration MBA Finance and Financial, 2001 ~ 2005
Perkins High School, BSBA Finance, 1997 ~ 2001
Bowling Green State University, Bachelor's of Science in Business Administration - Finance, 1993 ~ 1997
Disclosure:
Advisory services offered through The Retirement Guys Formula, LLC., a Registered Investment Advisor. Securities offered through Peak Brokerage Services, LLC., member FINRA/SIPC. America’s Retirement Headquarters and The Retirement Guys Formula, LLC., are separate and independent entities from Peak Brokerage Services, LLC. Ohio insurance license # 670698.
Chaz Price
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.
CERTIFIED FINANCIAL PLANNER™
Toledo, OH, US
Work Experience
America's Retirement Headquarters, 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!
TDC Investment Advisory, Multi-Family Wealth Adviser, Feb 2019 ~ Jan 2020
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
Garrison Financial, LLC, Wealth Management Adviser, May 2013 ~ Jan 2019
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.
PNC Investments, Financial Advisor, Jun 2010 ~ Apr 2013
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.
National City Bank, Licensed Financial Consultant, Dec 2003 ~ Jun 2010
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
University of Toledo, Master of Business Administration (MBA), Masters of Business Administration MBA Finance and Financial, 2001 ~ 2005
Perkins High School, BSBA Finance, 1997 ~ 2001
Bowling Green State University, Bachelor's of Science in Business Administration - Finance, 1993 ~ 1997
Disclosure:
Advisory services offered through The Retirement Guys Formula, LLC., a Registered Investment Advisor. Securities offered through Peak Brokerage Services, LLC., member FINRA/SIPC. America’s Retirement Headquarters and The Retirement Guys Formula, LLC., are separate and independent entities from Peak Brokerage Services, LLC. Ohio insurance license # 670698.