Chamie Townsend, Cfp®, Aams™ , Crpc™ Email & Phone Number

As a Christian woman, I hold myself to a high standard of integrity and honesty in both my personal and professional endeavors. Each day is a new opportunity to use my experience and education to make the world a better place.As a natural problem solver and engineer, I’m drawn to helping people. As a CERTIFIED FINANCIAL PLANNER™, I’m drawn to creating a financial planning experience that is much more than picking investments and managing assets. It’s about creating deep, trusted relationships where holistic planning leads to a more enriched, elevated life.Meet Elevated Wealth Advisory Group, the firm I founded to accomplish this mission. At Elevated Wealth, we leverage advanced technology to create personalized financial plans that assess where you are today, incorporate your goals, and provide strategies to get there. Whether that’s debt management, saving for education, investing for retirement, buying a home, or tax and estate planning, we walk alongside you every step of the way.At Elevated Wealth Advisory Group we truly care about our clients and their success. We listen to you while providing information to make informed decisions. You can have confidence in our comprehensive planning process delivered by credentialed advisors. We are revolutionizing the way real planning should be by coordinating your goals, values and money in a lifelong, supportive relationship.If you see wisdom in my approach to comprehensive planning, we should talk. I welcome the opportunity to serve you and those you care about. Chamie Townsend, CFP®, AAMS™, CRPC™[She earned a B.S. in Computer Science and Engineering, as well as a B.S. in Applied Mathematics from The Ohio State University. She is Series 7 and Series 66 registered and holds insurance and security licenses in multiple states. She is a member of Alpha Kappa Alpha Sorority, Inc., the Gahanna Area Chamber of Commerce, as well as Sycamore Creek Church. She resides with her parents and Greater Swiss Mountain Dog (Brutus) in her dream home in Pickerington, OH.]Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through [RIA Name], a Registered Investment Adviser. [Business Name] and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Listed skills include Analytics, Data Analysis, Finance, Financial Analysis, and 2 others.