Chad Poulson, CFP®
Financial Planner at Decker Retirement Planning- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Logan, Utah, United States, US
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Credentials
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Investment Advisor Representative, Series 65
FINRAJun, 2022- Oct, 2024 -
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardMar, 2023- Oct, 2024
Experience
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Decker Retirement Planning
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Jul 2023 - Present
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Andina Family Offices
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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Apr 2022 - Sep 2023
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Core Capital Wealth Management
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United States
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Financial Services
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Financial Advisor Assistant
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Jan 2021 - Jun 2022
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Bear Lake Community Health Centers, Inc.
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Patient Coordinator
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Sep 2019 - Sep 2021
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Al's Sporting Goods, Inc. / alsports.com
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Retail
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1 - 100 Employee
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Salesperson
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Aug 2018 - Nov 2019
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Education
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2018 - 2022
Utah State University - Jon M. Huntsman School of Business
Bachelor's degree, Finance
Community
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