Chad Rixse, Crps®

Chad Rixse, Crps® Email and Phone Number

Automation Consultant @ Sphynx Automation
Austin, TX, US
Chad Rixse, Crps®'s Location
Austin, Texas, United States, United States
Chad Rixse, Crps®'s Contact Details

Chad Rixse, Crps® work email

Chad Rixse, Crps® personal email

n/a

Chad Rixse, Crps® phone numbers

About Chad Rixse, Crps®

Helping Tech Professionals and Business Owners Build Brighter FuturesI'm passionate about empowering individuals to achieve financial freedom and live their dream lives. As a Wealth Advisor at Forefront Wealth Partners, I work closely with technology professionals and business owners, guiding them through the process of defining their financial goals and crafting personalized plans to achieve them.My diverse background combines financial expertise with a strong understanding of personal and professional aspirations. While my Spanish degree from the University of Washington sparked an early love of exploration, I've found my true calling in helping others navigate the financial landscape.Since joining Forefront Wealth Partners in 2019, I've thrived in a collaborative environment led by an exceptional team. Witnessing the positive impact we have on clients' lives fuels my dedication to this field.Beyond my professional pursuits, I embrace life with enthusiasm. I am happily married to my wife, who hails from Mexico, and our shared passion for travel has led us to explore diverse cultures and cuisines. I strive for continuous learning and personal growth, always seeking to be a better version of myself.I'd be honored to partner with you on your journey towards financial independence.Please feel free to message me on LinkedIn or schedule a 15-minute "Ask Me Anything" call at the link below:https://calendly.com/chad-fwp/15-minute-ask-me-anything-call Advisory Services offered through Forefront Wealth Partners, LLC

Chad Rixse, Crps®'s Current Company Details
Sphynx Automation

Sphynx Automation

View
Automation Consultant
Austin, TX, US
Employees:
4
Chad Rixse, Crps® Work Experience Details
  • Sphynx Automation
    Automation Consultant
    Sphynx Automation
    Austin, Tx, Us
  • Advisor Automation Hub
    Founder | Automation Expert | Automation Coach
    Advisor Automation Hub Jul 2024 - Present
    As the Founder and Automation Coach at Advisor Automation Hub, I am passionate about empowering financial advisors to achieve business growth and efficiency through automation. With a deep understanding of the financial advisory industry and expertise in automation tools like Zapier, I provide strategic guidance, coaching, and mentorship to help advisors streamline their operations and enhance client experiences.I am dedicated to building a thriving community of automation-focused advisors and creating innovative online courses and coaching programs to share my knowledge and expertise. My goal is to revolutionize the way financial advisors operate by harnessing the power of automation.
  • Kiplinger Advisor Collective
    Founding Member
    Kiplinger Advisor Collective May 2023 - Present
    Kiplinger Advisor Collective is the leading criteria-based professional organization for advisors, managers, and executives in the personal finance industry.
  • Forefront Advisor Network
    Advisor Advocate
    Forefront Advisor Network Sep 2022 - Present
    Financial Advisors!!! Are you looking to be in business for yourself and not by yourself… read on ⬇️⬇️⬇️ We want to be your advocateTogether, the Sky’s the Limit! We are not just another cookie-cutter advisor platform. Scale Instantly with FAN 🧗💻🚀Imagine your drive to succeed backed by extraordinary resources. When you join the Forefront Advisor Network, you scale your business instantly. Your clients’ success is still the priority, you’re gaining more ways to empower them through wealth creation.LEVEL UP WITH FAN!The Forefront Advisor Network is not just another cookie-cutter partnership program.When next-level advice and integrated tech meets an entrepreneurial and family-style atmosphere the possibilities are endless. We are here to invest in you as you invest in yourself and your clients. We are here to meet you where you are and build the practice of your dreams.-Partnership on Your Terms-Be The Advisor You Set Out to Be-Streamline & Expand Your Business-Advisor-friendly, Flexible Tech PlatformFind out how you can build a robust financial advisory practice with the Forefront Advisory Network by connecting with us today!https://calendly.com/forefront-fan/explore-fanAdvisory services are offered through Forefront a DBA of Forefront Wealth Partners, LLC.Securities are offered through Calton & Associates, Inc., member FINRA and SIPC. Forefront Advisor Network is not owned or controlled by Calton & Associates, Inc.
  • Forefront Wealth Partners
    Wealth Advisor | Partner
    Forefront Wealth Partners Apr 2019 - Present
    Austin, Texas, Us
    I lead and manage our financial planning team, oversee all regulatory compliance for the firm, and I work one-on-one with technology professionals and small business owner clients to help them create, implement, and oversee their path to financial independence.
  • Forefront Tax Partners
    Partner | Shareholder
    Forefront Tax Partners May 2021 - Present
  • Forefront Insurance Partners
    Partner | Insurance Advisor
    Forefront Insurance Partners May 2021 - Present
  • Far North Capital, Llc
    Ceo, Founder | Wealth Advisor
    Far North Capital, Llc Nov 2018 - Apr 2019
    Anchorage, Alaska, Us
    It's your story...create your own path. Our fee-only, fiduciary advice will help light the way. This is a new take on an old industry. No account minimums. Simple, affordable, and transparent pricing. The ability to collaborate from anywhere. Welcome to a new era of financial advice.
  • Millennial Wealth
    Co-Founder/Financial Planner
    Millennial Wealth Aug 2017 - Nov 2018
    Seattle, Washington, Us
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Nov 2014 - Aug 2017
    St. Louis, Missouri, Us

Chad Rixse, Crps® Skills

Financial Guidance Retirement Planning Budget Analysis Liability Management Small Business Management

Chad Rixse, Crps® Education Details

  • University Of Washington
    University Of Washington
    Spanish
  • South Anchorage High School
    South Anchorage High School
    High School Diploma

Frequently Asked Questions about Chad Rixse, Crps®

What company does Chad Rixse, Crps® work for?

Chad Rixse, Crps® works for Sphynx Automation

What is Chad Rixse, Crps®'s role at the current company?

Chad Rixse, Crps®'s current role is Automation Consultant.

What is Chad Rixse, Crps®'s email address?

Chad Rixse, Crps®'s email address is ch****@****twp.com

What is Chad Rixse, Crps®'s direct phone number?

Chad Rixse, Crps®'s direct phone number is +120674*****

What schools did Chad Rixse, Crps® attend?

Chad Rixse, Crps® attended University Of Washington, South Anchorage High School.

What skills is Chad Rixse, Crps® known for?

Chad Rixse, Crps® has skills like Financial Guidance, Retirement Planning, Budget Analysis, Liability Management, Small Business Management.

Who are Chad Rixse, Crps®'s colleagues?

Chad Rixse, Crps®'s colleagues are Arielle Minicozzi, Cfp®, Kenishia S. Mais.

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