Chad Lively, Cfp®

Chad Lively, Cfp® Email and Phone Number

Lead Financial Planner at Lively Financial LLC @ Lively Financial LLC
Chad Lively, Cfp®'s Location
Cincinnati Metropolitan Area, United States, United States
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.

Chad Lively, Cfp®'s Current Company Details
Lively Financial LLC

Lively Financial Llc

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Lead Financial Planner at Lively Financial LLC
Chad Lively, Cfp® Work Experience Details
  • Lively Financial Llc
    Lead Financial Planner
    Lively Financial Llc Dec 2022 - Present
    View
  • Touchstone Investments
    Senior Financial Wholesaler
    Touchstone Investments Mar 2021 - Nov 2022
    Cincinnati, Oh, Us
    View
  • Bankers Life Advisory Services, Inc.
    Investment Advisor Representative
    Bankers Life Advisory Services, Inc. Sep 2020 - Feb 2021
  • Bankers Life Securities General Agency, Inc.
    Financial Advisor
    Bankers Life Securities General Agency, Inc. Sep 2020 - Feb 2021
  • Bankers Life
    Insurance Agent
    Bankers Life Mar 2020 - Feb 2021
    Chicago, Illinois, Us
    View
  • Ups
    Revenue Recovery Supervisor
    Ups Jul 2015 - Oct 2020
    Atlanta, Ga, Us
    Revenue Recovery Supervisor in the Fiance and Accounting department of the United Parcel Service.
    View
  • Spectrum Financial Alliance Ltd., Llc
    Financial Services Intern
    Spectrum Financial Alliance Ltd., Llc Apr 2019 - Jul 2019
    Nicholasville, Ky, Us
    View

Chad Lively, Cfp® Education Details

  • University Of Kentucky
    University Of Kentucky
    Finance

Frequently Asked Questions about Chad Lively, Cfp®

What company does Chad Lively, Cfp® work for?

Chad Lively, Cfp® works for Lively Financial Llc

What is Chad Lively, Cfp®'s role at the current company?

Chad Lively, Cfp®'s current role is Lead Financial Planner at Lively Financial LLC.

What schools did Chad Lively, Cfp® attend?

Chad Lively, Cfp® attended University Of Kentucky.

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