Broker Check
Kurt E Chase, CFP®, CLU®

Kurt E Chase, CFP®, CLU®

Senior Financial Advisor

665 Woodland Square Loop SE
Lacey, WA 98503

Kurt is a Senior Financial Advisor with CB Financial Services. In his role, Kurt focuses on the Puget Sound Region, providing clients with financial experience and advice.

Kurt believes that every client has a unique situation, so he provides them with counsel that fits their individual needs. As a relationship-oriented person, Kurt believes listening to the client and providing them with the best possible options is top priority. Kurt has developed diverse knowledge in various areas of investing through his experience in offering comprehensive financial services.

He received his MBA from St. Martin’s University.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and  in the U.S.

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