Chase Wickenheiser, Cfp® Email & Phone Number

Chase partners with his clients to help them organize their current Financial Picture, advance their future Financial Standings, and motivate them to continually achieve their Financial Goals. In 2020, Chase Wickenheiser began his career by joining Magnus Financial Group as their first-ever and only associate Financial Advisor.Chase’s goal is to develop a business of numerous long-term relationships, where he is not only viewed by his clients as providing sound financial leadership but regarded as a genuine and trusted partner of their interests. Chase is set to accomplish this by giving his clients direct access to the decades of experience held within the Magnus Financial Group while providing his personal full and undivided attention to deliver the highest quality of tailored financial services available today.Chase earned his Bachelor of Economics along with a minor in Business while attending Cornell University. While there, Chase was a student-athlete playing Varsity Football as a 3-year-letterman Defensive Tackle, and an active volunteer in multiple charitable groups where he worked with children and conducted on-campus tutoring. Chase has now translated that experience from his college career into guest lectures at groups such as Cornell University, Geisinger Medical Residency Program, Texas Young Lawyers Association, charitable groups such as New Venture Academy and The Grooming Alchemist, etc. where he presents on tailored Financial Literacy Education. Away from the office, Chase enjoys competing in Sprint Triathlons, playing in numerous basketball leagues, and exploring the various restaurants/activities/events of NYC (ask me for a recommendation!). He is the son of Kort and Cathy, and the older brother to two goofy, younger brothers named Chris and Jackson; they are his #1 priority and whom he owes everything to. He holds his Life/Health Insurance licenses, SIE Exam, and securities Series 7 & 66 registrations.

Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, and 7 others.