Lead Financial Planner
Current
Dec 2022 - Present
AeroLeads people directory · profile
Chad Lively, Cfp® Email & Phone Number
Lead Financial Planner at Lively Financial LLC
at
Lively Financial LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Lead Financial Planner at Lively Financial LLC
Location
Cincinnati Metropolitan Area, United States, United States
Who is Chad Lively, Cfp®? Overview
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Quick answer
Chad Lively, Cfp® is listed as Lead Financial Planner at Lively Financial LLC at Lively Financial LLC, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Chad Lively, Cfp®.
Chad Lively, Cfp® previously worked as Lead Financial Planner at Lively Financial Llc and Senior Financial Wholesaler at Touchstone Investments. Chad Lively, Cfp® holds Bachelor Of Business Administration - Bba, Finance from University Of Kentucky.
Company email context
Email format at Lively Financial LLC
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Lively Financial LLC
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Profile bio
About Chad Lively, Cfp®
As the Lead Financial Planner at Lively Financial, I help clients achieve their financial goals in a fiduciary and fee-only capacity. I have a strong background in investment management, financial services, and financial advisory, with multiple certifications from FINRA and the Department of Insurance for the State of Kentucky.I am passionate about providing personalized and comprehensive financial planning solutions that align with the clients' needs, values, and preferences. I would love to hear from you and discuss how I can serve you. Reach out with any questions or to setup an initial consultation.
Current workplace
Chad Lively, Cfp®'s current company
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7 roles
Chad Lively, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Financial Wholesaler
Mar 2021 - Nov 2022
Investment Advisor Representative
Bankers Life Advisory Services, Inc.
Sep 2020 - Feb 2021
Financial Advisor
Bankers Life Securities General Agency, Inc.
Sep 2020 - Feb 2021
Insurance Agent
Mar 2020 - Feb 2021
Revenue Recovery Supervisor
Revenue Recovery Supervisor in the Fiance and Accounting department of the United Parcel Service.
Jul 2015 - Oct 2020
Financial Services Intern
Apr 2019 - Jul 2019
1 education record
Chad Lively, Cfp® education
-
University Of Kentucky
FAQ
Frequently asked questions about Chad Lively, Cfp®
Quick answers generated from the profile data available on this page.
What company does Chad Lively, Cfp® work for?
Chad Lively, Cfp® works for Lively Financial LLC.
What is Chad Lively, Cfp®'s role at Lively Financial LLC?
Chad Lively, Cfp® is listed as Lead Financial Planner at Lively Financial LLC at Lively Financial LLC.
Where is Chad Lively, Cfp® based?
Chad Lively, Cfp® is based in Cincinnati Metropolitan Area, United States, United States while working with Lively Financial LLC.
What companies has Chad Lively, Cfp® worked for?
Chad Lively, Cfp® has worked for Lively Financial Llc, Touchstone Investments, Bankers Life Advisory Services, Inc., Bankers Life Securities General Agency, Inc., and Bankers Life.
How can I contact Chad Lively, Cfp®?
You can use AeroLeads to view verified contact signals for Chad Lively, Cfp® at Lively Financial LLC, including work email, phone, and LinkedIn data when available.
What schools did Chad Lively, Cfp® attend?
Chad Lively, Cfp® holds Bachelor Of Business Administration - Bba, Finance from University Of Kentucky.
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