Chuck Neff's Location
Chicago, IL, US
Chuck Neff's Work
- Wealth Manager @ CI BDF Private Wealth
- President and Co-Founder @ WNA Wealth Advisors, Inc.
- Partner @ Westrick, Neff & Associates
Chuck Neff's Education
- The University of Chicago - Booth School of Business
MBA (Finance)
- University of Notre Dame
BBA (Accounting and Finance)
Chuck Neff's Skills
- Wealth Management
- High Net Worth Individuals
- Business Owner Planning
- Portfolio Management
- Retirement Planning
- Investments
- Financial Advisory
- Personal Finance
- Strategic Financial Planning
- Succession Planning
Chuck Neff's Summary
Chuck Neff, based in Chicago, IL, US, is currently a Wealth Manager at CI BDF Private Wealth, bringing experience from previous roles at WNA Wealth Advisors, Inc. and Westrick, Neff & Associates. Chuck Neff holds a MBA in Finance @ The University of Chicago - Booth School of Business. With a robust skill set that includes Wealth Management, High Net Worth Individuals, Business Owner Planning, Portfolio Management, Retirement Planning and more, Chuck Neff contributes valuable insights to the industry. Chuck Neff has 2 emails on RocketReach.
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