Josh Chase Email & Phone Number
Financial Advisor @ Varney Agency
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Josh Chase Location
- Portland, ME, US
Josh Chase Work
- Financial Advisor @ (August 2020 - Present)
- Member @ Society of Financial Service Professionals (January 2009 - Present)
- Council Member - Employer Plan Advisory Council @ Osaic (September 2022 - August 2026)
- Financial Advisor @ (July 2012 - August 2020)
- Business Owner, Financial Planner @ Chase Financial Solutions (September 2010 - July 2012)
- Partner @ Healey & Associates (June 2004 - September 2010)
- Account Manager @ Forum Financial Group (January 2000 - January 2004)
Josh Chase Education
- Merrimack College
CAS (Financial Planning)
2006-2008 - University of Maine
BA (Mass Communication)
1993-1997 - Cheverus High School 1989-1993
Josh Chase Skills
- 401(k) Retirement Savings Plans
- 401k
- 403(b) Plans
- 529 Plans
- Business Retirement Plans
- Certified Financial Planner
- Employee Benefits
- Employee Stock Ownership Plan (ESOP)
- Estate Planning
- Financial Planners
- Financial Wellness
- Fixed Annuities
- Health Insurance
- Health Savings Accounts
- Investments
- Life Insurance
- Mutual Funds
- Qualified Retirement Plans
- Retirement
- Retirement Plan Education
- Retirement Planning
- Series 63
- Series 66
- Series 7
- Small Business Retirement Planning
- Strategic Financial Planning
- Wealth Management
Josh Chase Summary
- Josh Chase, based in Portland, ME, US, is currently a Financial Advisor at Varney Agency. Josh Chase brings experience from previous roles at Society of Financial Service Professionals, Osaic, Lebel & Harriman, LLP and Chase Financial Solutions. Josh Chase holds a 2006 - 2008 CAS in Financial Planning @ Merrimack College. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, 403(b) Plans, 529 Plans, Business Retirement Plans and more. Josh Chase has 1 mobile phone numbers on RocketReach.
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