Jimmy D. Chase has been involved in the management and servicing of clients since 2001. He is experiences in the financial services industry and is currently the CEO and Wealth Advisor for Chase Enterprises Financial located in the Southern California, Orange county areas as a Financial Consultant, and advisor with LPL Financial, LLC. Jimmy is dedicated and experienced in working with several types of clients ranging from the individual aspiring professional looking for advice about their current , a family with children trying to work on college planning, a person in or nearing retirement, and also the business owner client working on their 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. 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.