Chuck Conrad's Location
North Olmsted, OH, US
Chuck Conrad's Work
- Senior Financial Planner @ Szarka Financial
- Estate Planning Specialist @ KeyBank
- Associate Attorney @ Chattman, Gaines and Stern, LPA
Chuck Conrad's Education
- Case Western Reserve University School of Law
LL.M. (Tax)
2001 - 2003 - Cleveland State University - Cleveland-Marshall College of Law
J.D. (Law)
1997 - 2000 - Bowling Green State University
B.A.
1993 - 1996
- Bowling Green High School1988 - 1991
Chuck Conrad's Skills
- Superannuation
- Income Protection
- Wealth
- Investment Strategies
- SMSF
- Wealth Accumulation
- Wealth Management Services
- Estate Planning
Chuck Conrad's Summary
Chuck Conrad, based in North Olmsted, OH, US, is currently a Senior Financial Planner at Szarka Financial, bringing experience from previous roles at Key Bank and Chattman, Gaines and Stern, LPA. Chuck Conrad holds a 2001 - 2003 LL.M. in Tax @ Case Western Reserve University School of Law. With a robust skill set that includes Superannuation, Income Protection, Wealth, Investment Strategies, SMSF and more, Chuck Conrad contributes valuable insights to the industry. Chuck Conrad has 1 email on RocketReach.
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