About My Practice
Chase Armer is a co-owner of Planned Solutions,
Inc., a Sacramento based Financial Planning and Investment Advisory Firm, where
he currently acts as a financial planner and is a member of the Planned
Solutions Investment Management Committee. Chase holds several professional designations
including; Certified Financial PlannerTM Practitioner, Chartered
Financial Analyst®, and Enrolled Agent. Chase
has a degree in Economics from California State University, Sacramento, a
Masters in Taxation from William Howard Taft University, and a Certificate in
Personal Financial Planning from the UC Davis Extension. Chase is a past
president of the Financial Planning Association of Northern California and
currently teaches the Fundamentals of Personal Finance and Investments classes
at the UC Davis Extension. Chase has over 10 years of experience in the
financial services industry, working primarily with individuals and business
owners who seek advice in all areas of financial planning with a special
emphasis on Investments, Retirement Planning, and Income Taxation.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
- Other - EA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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