CoverProfile

Chad Burch

Partner & Investment Adviser Representative

Phillips Financial

United States, Indiana, Fort Wayne

About Me

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

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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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