Professional Overview

Chase Gorman is a seasoned financial professional currently serving as Director, Financial Planning at Edelman Financial Engines in Dallas, Texas. His key expertise areas include financial planning, advisory services, and wealth management, with a focus on the financial services industry.

Experience Summary

Current Role

Chase Gorman is currently the Director, Financial Planning at Edelman Financial Engines, a position he has held since April 2022. In this role, he oversees financial planning strategies and provides expert advice to clients.

Career Progression

Prior to his current position, Chase held roles at Northwestern Mutual, including Finance Advisor and Financial Representative, from May 2020 to April 2022 and January 2018 to April 2022, respectively. These roles have contributed to his career growth and expertise in financial services.

Areas of Expertise

Chase's areas of expertise include financial planning, wealth management, and advisory services. He possesses strong technical competencies in financial analysis and planning, as well as leadership and management capabilities.

Professional Impact

Although specific notable projects or initiatives are not available, Chase's work in financial planning and advisory services has likely contributed to the financial well-being of his clients and the growth of his previous and current organizations.

Conclusion

Chase Gorman is a dedicated financial professional with a strong background in financial planning and advisory services. His current focus is on directing financial planning strategies at Edelman Financial Engines, and his value proposition lies in his expertise and commitment to delivering high-quality financial services to his clients.