Chad
Kasper

CRPC™

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Chad Kasper

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 watch my son play on his baseball team. Together, we love cheering on the Seattle Kraken and Mariners.

Certifications

Chartered Retirement Planning Counselor™

Education

Bachelor of Arts, University of St. Thomas

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Visit one of our Locations

Seattle II - Federal Way

2505 S. 320th Street
Suite 220
Federal Way, WA 98003

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Seattle III - Bellevue

500 108th Avenue NE
Suite 1840
Bellevue, WA 98004

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health