Chase Ravsten

Chase Ravsten Email and Phone Number

Tax-Advantaged Investment Expert | Growth Strategist for High-Income Earners | Licensed Broker & VP at Vistia Capital @ Vistia Capital
Chase Ravsten's Location
Castle Rock, Colorado, United States, United States
Chase Ravsten's Contact Details
About Chase Ravsten

As a Vice President at Vistia Capital, I specialize in raising capital, driving business development, and offering the high-quality alternative investments. My aim is to empower your journey to success and unlock your full financial potential.With 14 years of experience in the financial services industry, I've come to understand the value of building long-term partnerships. I genuinely want to know your story, dreams, and challenges, so I can provide personalized solutions that truly align with your needs.I hold series 7 and 63 licenses, demonstrating my commitment to professional excellence. Additionally, I have a Bachelor's degree in Entrepreneurship, with minors in Spanish and Financial Planning from Utah State University.When I'm not helping clients achieve their financial goals, I cherish spending time with my wife and three beautiful girls. Family is at the core of everything I do, and I understand the importance of securing a stable future for your loved ones.From the moment we connect, I'm fully committed to supporting you throughout your entire journey. Whether you're starting out in your career, planning for retirement, or navigating complex financial decisions, I'll be your trusted guide. Together, we'll navigate the financial landscape and create a roadmap to achieve your goals.I'm passionate about making a positive impact in our communities through initiatives like Boy Scouts and charitable endeavors. Reach out to me at cravsten@vistia.com. Let's unlock your financial potential and create a brighter future together.

Chase Ravsten's Current Company Details
Vistia Capital

Vistia Capital

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Tax-Advantaged Investment Expert | Growth Strategist for High-Income Earners | Licensed Broker & VP at Vistia Capital
Chase Ravsten Work Experience Details
  • Vistia Capital
    Vice President
    Vistia Capital Sep 2020 - Present
    Broker Dealer & Vice President, Vistia Capital • Specialize in raising capital and driving business development to provide high-quality alternative investments. • Cultivate long-term partnerships by delivering personalized solutions tailored to clients' financial goals. • Ensures exceptional client service. • Utilize in-depth knowledge of investments, and strategic financial management.
  • Retirement Planning Resources
    Vp Of Insurance Operations
    Retirement Planning Resources Dec 2006 - Oct 2020
    Centennial, Co, Us
  • Retirement Planning Resources
    Director Of Insurance Sales And Financial Analyst
    Retirement Planning Resources Jan 2009 - Jan 2012
    Centennial, Co, Us
    At Retirement Planning Resources, I was responsible for:- Life insurance, Long-term care, Disability, Business overhead, and Annuity sales- Employee and employer benefits- Prospective and current client investment analysis- 401(k) rollovers - IRA health analysis- Tax strategies
  • The Impact Partnership
    Sr. Vp Of Life Sales
    The Impact Partnership Jun 2011 - Oct 2019
    Marietta, Georgia, Us
    As Impact Partnership's Sr. VP of Life Sales, I'm in charge of educating financial advisers on all aspects of life insurance, helping them grow and market their practices, and guiding them through all parts of the selling process.
  • Foxstone Financial Group
    Director Of Insurance
    Foxstone Financial Group Jan 2008 - Jun 2011
    Centennial, Co, Us
    As Director of Insurance Sales for Foxstone Financial Group, I was responsible for:- Life insurance, Long-term care, Disability, Business overhead, and Annuity sales- Employee and employer benefits- Prospective and current client investment analysis- 401(k) rollovers - IRA health analysis- Tax Strategies

Chase Ravsten Skills

Insurance Fixed Annuities Life Insurance Retirement Investments Sales Disability Insurance Finance Retirement Planning Long Term Care 401k Mutual Funds Iras Term Life Insurance Financial Services Employee Benefits Long Term Care Insurance Estate Planning Strategic Financial Planning Financial Analysis Series 6 Business Risk Management Financial Advisory Small Business Wealth Management Fluent Spanish Spanish Analysis Tax Wealth Investment Strategies Financial Planners Investment Advisory Asset Allocation Health Insurance Tax Strategies Underwriting Sales Process Loans Bonds Wealth Management Services Series 7 Alternative Investments Funding Portfolio Management Relationship Management Mortgage Lending Securities Series 63

Chase Ravsten Education Details

  • Utah State University
    Utah State University
    Financial Planning

Frequently Asked Questions about Chase Ravsten

What company does Chase Ravsten work for?

Chase Ravsten works for Vistia Capital

What is Chase Ravsten's role at the current company?

Chase Ravsten's current role is Tax-Advantaged Investment Expert | Growth Strategist for High-Income Earners | Licensed Broker & VP at Vistia Capital.

What is Chase Ravsten's email address?

Chase Ravsten's email address is ch****@****lth.com

What is Chase Ravsten's direct phone number?

Chase Ravsten's direct phone number is +172053*****

What schools did Chase Ravsten attend?

Chase Ravsten attended Utah State University.

What are some of Chase Ravsten's interests?

Chase Ravsten has interest in Being Active, Learning, Hanging Out, Sports, Growth Of Business.

What skills is Chase Ravsten known for?

Chase Ravsten has skills like Insurance, Fixed Annuities, Life Insurance, Retirement, Investments, Sales, Disability Insurance, Finance, Retirement Planning, Long Term Care, 401k, Mutual Funds.

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