ICP $0-25M
Join us for a quick one hour meeting to learn more about our organization, the ICP $0-25M Chapter, and how being a member will help you accomplish your goals!
- Day: Wednesdays
- Time: 8:00 AM - 9:15 AM
- Wealth Strategies
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Address
6455 S Yosemite St #425
Greenwood Village CO, 80111 - Office Number +1 (720) 394-3830
- Website http://wealthsg.com
Chaz Levinson
Wealth Strategies
Financial Advisor and Exit Planner
Business Exit Planning
Bio
Hey guys - I'd like to apply for both this chapter as well as SoBo. If I was forced to pick one, I think the ICP might be a slightly better chapter fit, considering the heavy emphasis on finance and legal, but I really love both chapters and I would be a great asset to both! Short bio below:
Chaz has extensive experience in the business planning and financial services industry. A native of Denver, Colorado, he and his wife enjoy travel and the great outdoors with their daughter and Tibetan Terrier. Charles joined Wealth Strategies Group in 2017 bringing his passion and knowledge as an experienced Financial Advisor. He earned a Retirement Income Certified Professional (RICP) designation and a Certified Exit Planner (CExP), which allows him the ability to do the work he loves - educating and empowering clients nationwide to reach their retirement lifestyle goals.