Brent E. Chavez Email & Phone Number
@aeinvestmentsgroup.com
1 phone found area 610
LinkedIn matched
Who is Brent E. Chavez? Overview
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Brent E. Chavez is listed as Capital Gains Deferral Specialist at Estate Planning Team, based in Riegelsville, Pennsylvania, United States. AeroLeads shows a work email signal at aeinvestmentsgroup.com, phone signal with area code 610, and a matched LinkedIn profile for Brent E. Chavez.
Brent E. Chavez previously worked as Owner Registered Representative at Aequitas Equitas Wealth Management and Independent Registered Representative at Allstate Financial Services, Llc. Brent E. Chavez holds Registered Nursing/Registered Nurse from College Of Allegheny County.
Email format at Estate Planning Team
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AeroLeads found 1 current-domain work email signal for Brent E. Chavez. Compare company email patterns before reaching out.
About Brent E. Chavez
President of Aequitas Equitas Wealth Management. Brent has a long standing history of doing business in his community and in the greater Philadelphia/ New Jersey area since 2003. Brent's commitment is always to his clients and his determination is to deliver as promised. Aequitas Equitas is a boutique investment firm offering a holistic approach for his clients. As a boutique firm, we offer an individualized experience, where we are better able to tailor specific solutions to the needs of our clients. His investment firm offers comprehensive services and he looks for ways to help grow and preserve your assets. His goal is to help clients gain a better understanding of where they are and the steps they can take to help maximize retirement and wealth preservation. Brent is passionate about educating his clients so they can make better informed decisions. Navigating through investment decisions can be like sailing through rough seas. Brent can help you chart your course and would love to work with you to empower you to a better financial situation. In addition, you will see the benefit of working with a skilled professional to help reach your goals.Outside of business, Brent and his family live in the Riegelsville area and he has an office there and in Bedminster, PA. He is a strong believer in volunteering in the community. He volunteers on a Regional Building Committee. In his free time, he can be found engaging in his favorite pastimes, running along the beautiful back roads in Riegelsville and working out at LA Fitness in Easton. He believes that if you don't have your health, you don't have anything. Investment advisory services offered through Aequitas Equitas Wealth Management, an SEC Registered Investment Advisor.
Listed skills include Investments, Portfolio Management, Management, Securities, and 2 others.
Brent E. Chavez's current company
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Brent E. Chavez work experience
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Capital Gains Deferral Specialist
CurrentEstate Planning Team is a professional group of highly trained professional advisors comprised of tax attorneys, advisors, brokers, and CPAs committed to assisting clients with business transitions and wealth succession planning implementing the Deferred Sales Trust™. The Deferred Sales Trust™ is a tax-deferral strategy.Over the next twenty years, it is.
Owner Registered Representative
Current
Independent Registered Representative
Independent Registered Representative
Brent E. Chavez education
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College Of Allegheny County
Frequently asked questions about Brent E. Chavez
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What company does Brent E. Chavez work for?
Brent E. Chavez works for Estate Planning Team.
What is Brent E. Chavez's role at Estate Planning Team?
Brent E. Chavez is listed as Capital Gains Deferral Specialist at Estate Planning Team.
What is Brent E. Chavez's email address?
AeroLeads has found 1 work email signal at @aeinvestmentsgroup.com for Brent E. Chavez at Estate Planning Team.
What is Brent E. Chavez's phone number?
AeroLeads has found 1 phone signal(s) with area code 610 for Brent E. Chavez at Estate Planning Team.
Where is Brent E. Chavez based?
Brent E. Chavez is based in Riegelsville, Pennsylvania, United States while working with Estate Planning Team.
What companies has Brent E. Chavez worked for?
Brent E. Chavez has worked for Estate Planning Team, Aequitas Equitas Wealth Management, Allstate Financial Services, Llc, and Graham Financial Services.
How can I contact Brent E. Chavez?
You can use AeroLeads to view verified contact signals for Brent E. Chavez at Estate Planning Team, including work email, phone, and LinkedIn data when available.
What schools did Brent E. Chavez attend?
Brent E. Chavez holds Registered Nursing/Registered Nurse from College Of Allegheny County.
What skills is Brent E. Chavez known for?
Brent E. Chavez is listed with skills including Investments, Portfolio Management, Management, Securities, Financial Services, and Asset Management.
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