Chad Baxter Email & Phone Number
Advanced Planning Specialist @ HEFTY WEALTH PARTNERS
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Chad Baxter Location
- Cincinnati, OH, US
Chad Baxter Work
- 2024 -now Advanced Planning Specialist @
- 2022 -2024 Director Of Financial Planning @ Clarify Wealth Management, Inc.
- 2018 -2022 Financial Advisor @ Clarify Wealth Management, Inc.
- 2014 -2018 Financial Planner @
Chad Baxter 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
Chad Baxter Summary
- Chad Baxter, based in Cincinnati, OH, US, is currently a Advanced Planning Specialist at Credent Wealth Management. Chad Baxter brings experience from previous roles at Clarify Wealth Management, Inc. and Ayco, a Goldman Sachs Company. Chad Baxter holds a 2018 - 2019 Chartered Financial Consultant® Program @ The American College of Financial Services. Chad Baxter has 2 emails and 1 mobile phone numbers on RocketReach.
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