Chad Kasper, Crpc®, Chsnc®
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Chad Kasper, Crpc®, Chsnc® Email & Phone Number

Executive Director Financial Planning at Edelman Financial Engines
Location: Greater Seattle Area, United States 7 work roles 2 schools
1 work email found @edelmanfinancialengines.com 5 phones found area 206, 253, 509, and 323 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email c****@edelmanfinancialengines.com
Direct phone (206) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Edelman Financial Engines
Role
Executive Director Financial Planning
Location
Greater Seattle Area, United States
Company size
1492 employees

Who is Chad Kasper, Crpc®, Chsnc®? Overview

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Quick answer

Chad Kasper, Crpc®, Chsnc® is listed as Executive Director Financial Planning at Edelman Financial Engines, a with 1492 employees, based in Greater Seattle Area, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com, phone signal with area code 206, 253, 509, 323, and a matched LinkedIn profile for Chad Kasper, Crpc®, Chsnc®.

Chad Kasper, Crpc®, Chsnc® previously worked as Director, Financial Planning at Edelman Financial Engines and Retirement Counselor at Prudential Financial. Chad Kasper, Crpc®, Chsnc® studied at University Of St. Thomas.

Company email context

Email format at Edelman Financial Engines

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*@edelmanfinancialengines.com
71% confidence

AeroLeads found 1 current-domain work email signal for Chad Kasper, Crpc®, Chsnc®. Compare company email patterns before reaching out.

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Profile bio

About Chad Kasper, Crpc®, Chsnc®

Experienced Independent Financial Advisor with over 20 years in the Financial Services industry. Using a holistic financial planning approach to help clients understand how likely they are to meet their financial goals. Acting as a fiduciary, I educate my clients, their family and friends about their financial security.FINRA 7, 63, 65, 26

Listed skills include Retirement, Retirement Planning, Mutual Funds, Finra, and 14 others.

Current workplace

Chad Kasper, Crpc®, Chsnc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
Executive Director Financial Planning
Kirkland, WA, US
Website
edelmanfinancialengines.com
Employees
1492
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Company profile
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7 roles

Chad Kasper, Crpc®, Chsnc® work experience

A career timeline built from the work history available for this profile.

Retirement Counselor

Prudential Financial

Greater Seattle Area

- Provide Group presentations to employees about the benefits of saving for retirement and asset allocation- On a quarterly basis I meet with over 500 employees on a one on one basis to discuss retirement plan goals, consolidate outside retirement accounts, assist in creating a written retirement plan specific for each individual, increase contributions and to educate about the benefits of asset allocation- Created marketing campaigns to drive increased participation in plan and retirement awareness

Jan 2010 - Sep 2016

Pension Consultant

Standard Insurance Company

As a Pension Consultant, at StanCorp Equities, Inc., the retirement plans sales and marketing arm of The Standard (www.standard.com), I support business growth and profitability by developing new sales opportunities for retirement plan products by building effective working relationships with producers.

Dec 2007 - Oct 2008

Distribution Support/Relationship Manager/Internal Wholesaler - Retirement Services

Russell Investment Group
Jul 2004 - Dec 2007
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1492 employees →

DR Dana Rice Dana Rice Colleague at Edelman Financial EnginesAshburn, Virginia, United States View → MW Marcia Wimmer Marcia Wimmer Colleague at Edelman Financial EnginesSterling, Virginia, United States View → ML Maggie Loyd Maggie Loyd Colleague at Edelman Financial EnginesSpring Hill, Tennessee, United States View → BM Brad Maurer, Cima® Brad Maurer, Cima® Colleague at Edelman Financial EnginesAnaheim, California, United States View → LK Lisa Kimalat Lisa Kimalat Colleague at Edelman Financial EnginesSan Francisco Bay Area, United States View → RH Raymond Ho Raymond Ho Colleague at Edelman Financial EnginesQuincy, Massachusetts, United States View → MD Michael Douglas Michael Douglas Colleague at Edelman Financial EnginesPortland, Oregon, United States View → SK Samvel Karaxanyan Samvel Karaxanyan Colleague at Edelman Financial EnginesArmenia View → KT Katie Tracy Katie Tracy Colleague at Edelman Financial EnginesFairfax County, Virginia, United States View → JA Jacob Altic, Cfp® Jacob Altic, Cfp® Colleague at Edelman Financial EnginesColumbus, Ohio, United States View →
2 education records

Chad Kasper, Crpc®, Chsnc® education

Education record

Cretin Derham Hall
FAQ

Frequently asked questions about Chad Kasper, Crpc®, Chsnc®

Quick answers generated from the profile data available on this page.

What company does Chad Kasper, Crpc®, Chsnc® work for?

Chad Kasper, Crpc®, Chsnc® works for Edelman Financial Engines.

What is Chad Kasper, Crpc®, Chsnc®'s role at Edelman Financial Engines?

Chad Kasper, Crpc®, Chsnc® is listed as Executive Director Financial Planning at Edelman Financial Engines.

What is Chad Kasper, Crpc®, Chsnc®'s email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Chad Kasper, Crpc®, Chsnc® at Edelman Financial Engines.

What is Chad Kasper, Crpc®, Chsnc®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 206, 253, 509, 323 for Chad Kasper, Crpc®, Chsnc® at Edelman Financial Engines.

Where is Chad Kasper, Crpc®, Chsnc® based?

Chad Kasper, Crpc®, Chsnc® is based in Greater Seattle Area, United States while working with Edelman Financial Engines.

What companies has Chad Kasper, Crpc®, Chsnc® worked for?

Chad Kasper, Crpc®, Chsnc® has worked for Edelman Financial Engines, Prudential Financial, E*Trade Financial, Standard Insurance Company, and Russell Investment Group.

Who are Chad Kasper, Crpc®, Chsnc®'s colleagues at Edelman Financial Engines?

Chad Kasper, Crpc®, Chsnc®'s colleagues at Edelman Financial Engines include Dana Rice, Marcia Wimmer, Maggie Loyd, Brad Maurer, Cima®, and Lisa Kimalat.

How can I contact Chad Kasper, Crpc®, Chsnc®?

You can use AeroLeads to view verified contact signals for Chad Kasper, Crpc®, Chsnc® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Chad Kasper, Crpc®, Chsnc® attend?

Chad Kasper, Crpc®, Chsnc® studied at University Of St. Thomas.

What skills is Chad Kasper, Crpc®, Chsnc® known for?

Chad Kasper, Crpc®, Chsnc® is listed with skills including Retirement, Retirement Planning, Mutual Funds, Finra, Financial Services, Series 7, Defined Benefit, and 401K.

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