Chase  Armer,  CFP<sup>&reg;</sup> - Financial Advisor

Chase Armer, CFP®

CFA, EA

Financial Planner

Planned Solutions

1130 Iron Point Rd, Ste 170
Folsom, CA 95630
FINANCIAL ADVISOR'S WEBSITE
(800) 750-2111
(916) 361-0100

General

Chase Armer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Planned Solutions in Folsom, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - EA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Buying a Home, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Nontraditional Households, Personal Taxes

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