Chad Baxter, CFP®, ChFC®, AWMA®

Director Of Financial Planning at Clarify Wealth Management, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati, Ohio, United States, US
Skills

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Credentials

  • AWMA®
    College for Financial Planning
    Apr, 2018
    - Nov, 2024
  • Certified Financial Planner™
    CFP Board
    Jun, 2017
    - Nov, 2024
  • ChFC®
    The American College of Financial Services
    Mar, 2019
    - Nov, 2024
  • Life, Accident, and Health Insurance License
    New York State Department of Financial Services
  • Series 66 - Uniform Combined State Law
    FINRA (Financial Industry Regulatory Authority)
  • Series 7 - General Securities Representative
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Clarify Wealth Management, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director Of Financial Planning
      • Feb 2022 - Present

    • Financial Advisor
      • Jun 2018 - Feb 2022

  • Goldman Sachs Ayco Personal Financial Management
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Planner
      • Aug 2014 - May 2018

      Provided full-scope financial planning to employees of Fortune 500 companies via financial education. Planning topics included cash flow, investments, retirement, estate planning, insurance, employee benefits, and education funding, among others. Provided full-scope financial planning to employees of Fortune 500 companies via financial education. Planning topics included cash flow, investments, retirement, estate planning, insurance, employee benefits, and education funding, among others.

Education

  • The American College of Financial Services
    Chartered Financial Consultant® Program
    2018 - 2019
  • College for Financial Planning
    Accredited Wealth Management Advisor℠ Certification Program
    2018 - 2018
  • The College of Saint Rose
    Bachelors, Business Administration and Financial Planning
    2010 - 2014

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