Chase Kallen has been in the wealth management industry since 2018. Chase enjoys working with his clients to help them feel more confident about their financial future. Building strong relationships is at the forefront of everything Chase does. Understanding his client’s needs, wants, fears and moral motivations, he works with his clients to build strategies that will help encompass all that is important to them.
Before joining The State Wealth Advisors, Chase was a wealth management advisor with Raymond James & Associates. He earned a bachelor’s degree in finance from the Eli Broad College of Business at Michigan State University.
Chase is a Series 7/66 investment advisory representative and holds his life, accident and health insurance licenses, along with his variable insurance contracts. In addition, Chase earned his Accredited Asset Management Specialist (AAMS®) and Certification in Social Security Claiming Strategies (CSSCS®) designations to build stronger client relationships and provide more comprehensive advice with regards to risk management and the creation of prudent income strategies.
Chase has lived in Oakland County all his life. He enjoys being with his family and friends, and in his spare time, you can find him in a hockey rink, on a golf course or at a ski resort.