Chad has been designing employee benefit plans for many successful businesses since 1988. His focus since 2004 has been on ERISA qualified retirement plans. He earned his Bachelor of Science degree in Finance from the Indiana University Kelley School of Business. Chad is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College. He is a past president of the Fort Wayne Chapter of the Society of Financial Service Professionals. Chad serves on the board of directors for: Blue Jacket, Inc., BCS Foundation, Fort Wayne Country Club and is
Chad Burch
Partner & Investment Adviser Representative
Phillips Financial
United States, Indiana, Fort Wayne
About Me
Profile Information
Partner & Investment Adviser Representative
Phillips Financial
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Fort Wayne
Indiana
United States
Sep 16, 2024
Work Experience
Phillips Financial
Partner & Investment Adviser Representative Feb 2004 - Present
Email: chad@1phillips.com
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