Chaz Price Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ America's Retirement Headquarters
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Chaz Price Location
- Maumee, OH, US
Chaz Price Work
- CERTIFIED FINANCIAL PLANNER™ @ (February 2020 - Present)
- Multi-Family Wealth Adviser @ (February 2019 - January 2020)
- Wealth Management Adviser @ Garrison Financial, LLC. (May 2013 - January 2019)
- Financial Advisor @ (June 2010 - April 2013)
- Licensed Financial Consultant @ (December 2003 - June 2010)
Chaz Price Education
- The University of Toledo
Masters of Business Administration (MBA) (Finance and Financial Management Services)
2001-2005 - Bowling Green State University
Bachelor of Science in Business Administration (BSBA) (Finance)
1997-2001 - Perkins High School 1993-1997
- Bowling Green State University
Bachelor's of Science in Business Administration (Finance)
Chaz Price Skills
- 401k
- Bonds
- Charitable Gift Planning
- College Education Planning
- Customer Service
- ETFs
- Employee Benefits
- Employee Stock Options
- Estate Planning
- Financial Planning
- Fixed Annuities
- IRAs
- Insurance Planning
- Investment Management
- Medicare Advantage
- Medicare Prescription Drug Plans
- Medicare Supplements
- Municipal Bonds
- Mutual Funds
- Personal Tax Planning
- Qualified Retirement Plans
- Retail Banking
- Retirement Plan Consulting
- Retirement Planning
- Roth IRA
- SEP IRA
- Separately Managed Accounts
- Simple IRA
- Social Security
- Stocks
- Variable Annuities
Chaz Price Summary
- Chaz Price, based in Maumee, OH, US, is currently a CERTIFIED FINANCIAL PLANNER™ at America's Retirement Headquarters. Chaz Price brings experience from previous roles at TDC Investment Advisory, Garrison Financial, LLC., PNC Investments and National City Bank. Chaz Price holds a 2001 - 2005 Masters of Business Administration (MBA) in Finance and Financial Management Services @ The University of Toledo. With a robust skill set that includes 401k, Bonds, Charitable Gift Planning, College Education Planning, Customer Service and more. Chaz Price has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Chaz Price?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co