Chad Brown

CLF® i

Chartered Leadership Fellow® :

Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.

RICP® i

Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

Professional Profile

About me (self-reported)

I believe in the power of creating a life plan where financial planning is just one part of a larger vision. My role is to help clients bring that vision to life, whether they're growing a business or planning for personal milestones. For business owners, this includes enhancing business value to support their life plan now and during any future transitions. Each person has one life, and I am dedicated to making it truly meaningful for them.

Office Location 1210 East Main Street

Ashland, OH 44805

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My Expertise Retirement Income Planning Designations Held

CLF® i

Chartered Leadership Fellow® :

Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.

RICP® i

Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

Minimum Assets $50,000 - $99,999 Minimum Income less than $50K Languages Spoken (self-reported) English

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