Partner
CurrentWe help companies, both for profit and not for profit, establish and consistently execute retirement plans that help their employees achieve their retirement dreams.
Feb 2004 - Present
AeroLeads people directory · profile
Chad Burch Email & Phone Number
Retirement Plan Advisor, Partner
at
Phillips Financial - Employee Benefits
1 work email found
@1phillips.com
2 phones found area 260
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Plan Advisor, Partner
Location
Fort Wayne, Indiana, United States
Company size
Who is Chad Burch? Overview
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Quick answer
Chad Burch is listed as Retirement Plan Advisor, Partner at Phillips Financial - Employee Benefits, a company with 6 employees, based in Fort Wayne, Indiana, United States. AeroLeads shows a work email signal at 1phillips.com, phone signal with area code 260, and a matched LinkedIn profile for Chad Burch.
Chad Burch previously worked as Partner at Phillips Financial - Employee Benefits and Advisor at Phillips Financial - Employee Benefits. Chad Burch holds Bachelor Of Science, Finance from Indiana University Bloomington.
Company email context
Email format at Phillips Financial - Employee Benefits
This section adds company-level context without repeating Chad Burch's masked contact details.
{first}@1phillips.com
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AeroLeads found 1 current-domain work email signal for Chad Burch. Compare company email patterns before reaching out.
Profile bio
About Chad Burch
Experienced Advisor with a demonstrated history of working in the financial services industry. Strong professional, skilled in advising ERISA Retirement Plan Sponsors in all aspects of offering a sound retirement plan to employees. Also experienced in coaching high capacity employees who advise clients on all employee benefits including health and ancillary benefits.
Listed skills include Investments, Fixed Annuities, Mutual Funds, Strategic Financial Planning, and 21 others.
Current workplace
Chad Burch's current company
Company context helps verify the profile and gives searchers a useful next step.
Phillips Financial - Employee Benefits
Employees
6
AeroLeads page
6 roles
Chad Burch work experience
A career timeline built from the work history available for this profile.
Advisor
CurrentAdvisor to company sponsored qualified retirement plans, including; 401K, profit sharing, safe harbor, age weighted, new comparability. Services include, investment advisory, plan design consultation, fiduciary compliance, participant enrollment and education.
Feb 1995 - Present
President - Phillips Benefits Advisors, Llc
Feb 2004 - Dec 2020
Registered Representative
Aug 1988 - Feb 1995
Account Manager
Account Manager, Financial Systems Division, where I was responsible for selling ATM's and on-line teller terminals to banks and savings and loans.
Jun 1984 - Jul 1988
Credit Analyst
Analyzed the financial statements of potential customers looking to borrow through the commercial loan officers of the bank and prepared credit analysis for loan committee meetings.
Jun 1983 - Jun 1984
1 education record
Chad Burch education
FAQ
Frequently asked questions about Chad Burch
Quick answers generated from the profile data available on this page.
What company does Chad Burch work for?
Chad Burch works for Phillips Financial - Employee Benefits.
What is Chad Burch's role at Phillips Financial - Employee Benefits?
Chad Burch is listed as Retirement Plan Advisor, Partner at Phillips Financial - Employee Benefits.
What is Chad Burch's email address?
AeroLeads has found 1 work email signal at @1phillips.com for Chad Burch at Phillips Financial - Employee Benefits.
What is Chad Burch's phone number?
AeroLeads has found 2 phone signal(s) with area code 260 for Chad Burch at Phillips Financial - Employee Benefits.
Where is Chad Burch based?
Chad Burch is based in Fort Wayne, Indiana, United States while working with Phillips Financial - Employee Benefits.
What companies has Chad Burch worked for?
Chad Burch has worked for Phillips Financial - Employee Benefits, Lincoln Financial Advisors, Ncr Corporation, and Huntington National Bank.
How can I contact Chad Burch?
You can use AeroLeads to view verified contact signals for Chad Burch at Phillips Financial - Employee Benefits, including work email, phone, and LinkedIn data when available.
What schools did Chad Burch attend?
Chad Burch holds Bachelor Of Science, Finance from Indiana University Bloomington.
What skills is Chad Burch known for?
Chad Burch is listed with skills including Investments, Fixed Annuities, Mutual Funds, Strategic Financial Planning, Wealth Management, Financial Analysis, Defined Benefit, and Asset Allocation.
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