Chamie Townsend, Cfp®, Aams™ , Crpc™ Email and Phone Number
Chamie Townsend, Cfp®, Aams™ , Crpc™ work email
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Chamie Townsend, Cfp®, Aams™ , Crpc™ personal email
Chamie Townsend, Cfp®, Aams™ , Crpc™ phone numbers
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.
Elevated Wealth Advisory Group
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Financial Planner, FounderElevated Wealth Advisory Group Jun 2024 - PresentOur mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.We understand the challenges families face today.From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. -
Financial AdvisorEdward Jones Apr 2013 - Jun 2024St. Louis, Mo, UsMy passion is assisting my clients and community understand how to organize and transfer wealth. I enjoy learning what is important to my clients, showing them our established process, and how we can partner together to help achieve these customized goals. -
Financial Advisor TraineeEdward Jones Dec 2012 - Mar 2013St. Louis, Mo, UsInitial time spent with the firm getting my series 7, 66, and Life and Health Insurance licenses as well as industry training before working with clients out of my branch. -
CeoCrt Consulting, Llc Aug 2009 - Feb 2013Customized high quality workshops at exceptional value designed to motivate, inspire, and teach individuals in critical life skills. This includes personal finance, basic math skills, resume writing, interviewing tips, MS Office software, etc.
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Sr. Market Risk Analyst, Market Risk OversightAmerican Electric Power Oct 2008 - Sep 2012Columbus, Oh, UsLead analyst responsible for providing daily, weekly, monthly, and quarterly reporting (VaR, Position Limits, PnL Validation, Broker Coverage, FAS 157, etc) and analysis on various trades, positions, and portfolios for Executives, Auditors, Accountants, as well as other internal groups. -
Associate, Credit Portfolio Management - AnalyticsKeybank Jan 2007 - Oct 2008Cleveland , Ohio, UsResponsible for reporting and analytics on credit risk portfolio managers. Worked closely with the Commercial Real Estate Portfolio Manager on monitoring the expected loss and loss given default on particular counterparties as well as various instruments to hedge the risk. -
Trading SpecialistFirstenergy Sep 2005 - Jan 2007Akron, Oh, UsSupported long-term electric traders with involvement in various cross function assignments in finance and risk management
Chamie Townsend, Cfp®, Aams™ , Crpc™ Skills
Chamie Townsend, Cfp®, Aams™ , Crpc™ Education Details
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Kent State UniversityFinancial Engineering -
The Ohio State UniversityComputer Engineering -
The Ohio State UniversityApplied Mathematics
Frequently Asked Questions about Chamie Townsend, Cfp®, Aams™ , Crpc™
What company does Chamie Townsend, Cfp®, Aams™ , Crpc™ work for?
Chamie Townsend, Cfp®, Aams™ , Crpc™ works for Elevated Wealth Advisory Group
What is Chamie Townsend, Cfp®, Aams™ , Crpc™'s role at the current company?
Chamie Townsend, Cfp®, Aams™ , Crpc™'s current role is Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, we’re here for you..
What is Chamie Townsend, Cfp®, Aams™ , Crpc™'s email address?
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What schools did Chamie Townsend, Cfp®, Aams™ , Crpc™ attend?
Chamie Townsend, Cfp®, Aams™ , Crpc™ attended Kent State University, The Ohio State University, The Ohio State University.
What skills is Chamie Townsend, Cfp®, Aams™ , Crpc™ known for?
Chamie Townsend, Cfp®, Aams™ , Crpc™ has skills like Analytics, Data Analysis, Finance, Financial Analysis, Financial Modeling, Portfolio Review.
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