Court Chynces, Mba, Caia®, Crpc®

Court Chynces, Mba, Caia®, Crpc® Email and Phone Number

Court Chynces, Mba, Caia®, Crpc®'s Location
Danville, California, United States, United States
Court Chynces, Mba, Caia®, Crpc®'s Contact Details

Court Chynces, Mba, Caia®, Crpc® work email

Court Chynces, Mba, Caia®, Crpc® personal email

About Court Chynces, Mba, Caia®, Crpc®

Court Chynces brings over 20 years of experience in the financial services industry, with a career shaped by roles at prestigious firms including Merrill Lynch, A.G. Edwards & Sons, Inc., and Jackson Financial, Inc. Leveraging this extensive background, Court joined Proxy Freedom to fulfill his mission of providing value through a client-first philosophy.Court holds an MBA from Vanderbilt University and a Bachelor’s degree in Finance from the University of North Carolina, Wilmington. As a Chartered Alternative Investment Analyst (CAIA®) and Chartered Retirement Planning Counselor (CRPC®), he brings specialized knowledge to the complexities of investment management and retirement planning. He also holds Series 7, 63, 24, and 26 licenses, along with a life insurance license, to offer his clients a wide range of advisory services.A sought-after speaker, Court frequently presents at industry conferences, seminars, and workshops, where he shares insights and strategies to help individuals, families, and business owners achieve their financial goals. His team at Proxy Freedom is known for its collaborative approach, offering personalized financial planning solutions that cover everything from retirement and legacy planning to special needs and tax-efficient strategies.Outside of work, Court enjoys spending time with his wife and daughter, golfing, and supporting community and charitable initiatives. His commitment to both his clients and his community exemplifies the core values that drive his practice.*Court Chynces is a Registered Representative offering Securities through United Planners Financial Services, Member FINRA/SIPC. Advisory services offered through Proxy Freedom. United Planners and Proxy Freedom are not affiliated.

Court Chynces, Mba, Caia®, Crpc®'s Current Company Details
United Planners Financial Services

United Planners Financial Services

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Financial Advisor
Court Chynces, Mba, Caia®, Crpc® Work Experience Details
  • United Planners Financial Services
    Registered Representative
    United Planners Financial Services Jan 2023 - Present
    Scottsdale, Az, Us
  • Proxy Freedom
    Financial Advisor
    Proxy Freedom Jan 2023 - Present
  • Jackson
    Vice President
    Jackson Jun 2011 - Sep 2022
    Lansing, Mi, Us
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Oct 2008 - Jun 2011
    New York, Ny, Us
  • A.G. Edwards & Sons, Inc.
    Finance Associate
    A.G. Edwards & Sons, Inc. Jan 2004 - Oct 2007
    Us

Court Chynces, Mba, Caia®, Crpc® Skills

Alternative Investments Series 63 Securities Business Development Investments Finance Retirement Asset Allocation Series 7 Retirement Planning Wealth Management Mutual Funds

Court Chynces, Mba, Caia®, Crpc® Education Details

  • Vanderbilt University
    Vanderbilt University
    Executive Mba
  • Vanderbilt University - Owen Graduate School Of Management
    Vanderbilt University - Owen Graduate School Of Management
    General
  • University Of North Carolina Wilmington
    University Of North Carolina Wilmington
    General

Frequently Asked Questions about Court Chynces, Mba, Caia®, Crpc®

What company does Court Chynces, Mba, Caia®, Crpc® work for?

Court Chynces, Mba, Caia®, Crpc® works for United Planners Financial Services

What is Court Chynces, Mba, Caia®, Crpc®'s role at the current company?

Court Chynces, Mba, Caia®, Crpc®'s current role is Financial Advisor.

What is Court Chynces, Mba, Caia®, Crpc®'s email address?

Court Chynces, Mba, Caia®, Crpc®'s email address is co****@****son.com

What schools did Court Chynces, Mba, Caia®, Crpc® attend?

Court Chynces, Mba, Caia®, Crpc® attended Vanderbilt University, Vanderbilt University - Owen Graduate School Of Management, University Of North Carolina Wilmington.

What skills is Court Chynces, Mba, Caia®, Crpc® known for?

Court Chynces, Mba, Caia®, Crpc® has skills like Alternative Investments, Series 63, Securities, Business Development, Investments, Finance, Retirement, Asset Allocation, Series 7, Retirement Planning, Wealth Management, Mutual Funds.

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