Chad
Kasper
CRPC™
Here to act in your best interests
About me
I’ve been a financial planner since 2008, and I take great pride in helping set my clients on a path toward a secure financial future for themselves and their loved ones. I’m also a big sports fan and love playing hockey. One of my favorite things to do is spend time with my son and daughter. Together, we love cheering on the Seattle Kraken and Mariners.
Certifications
Chartered Retirement Planning Counselor™
Education
Bachelor of Arts, Communications - University of St. Thomas
Visit one of our Locations
Seattle III - Bellevue
10900 NE 8th Street
Suite 1414
Bellevue, WA 98004
Seattle II - Federal Way
2505 S. 320th Street
Suite 220
Federal Way, WA 98003
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
