About Jimmy Chase
Jimmy established Chase Enterprises Financial with the goal of helping individuals in need of advice, families with children who struggle with college planning, individuals in or nearing retirement, and business owners who are wanting succession planning. In providing his clients with the right combination of advice, guidance and product implementation he helps them work toward their future financial goals. In his previous Wealth Management firm, Jimmy has provided his services across hundreds of clients with different financial backgrounds and needs, and has led them to pursuing their goals. With Jimmy as your wealth advisor, you will benefit from receiving objective and independent advice, with various ideas and perspectives to guide you in making smarter financial decisions. With his expertise, Jimmy will work with his clients to build a solid foundation to their plan and help his clients work towards their short-term to long term goals through proactive wealth management. His determination to create Chase Enterprises Financial was the result of working in the financial services industry since 1997. With several years of experience as a wealth advisor and financial planner he has experienced several clients concerns and has become a problem solver to help his clients live a better quality of life.
In his free time, Jimmy enjoys spending time with my two boys going out to eat, playing a variety of sports, and being active in the outdoors, going to movies and taking short vacations to the beach and the mountains. Jimmy enjoys spending time with family and friends, playing pool, working out and staying healthy, happy and joyful.
