SoBo
Join us for a quick one hour meeting to learn more about our organization, the SoBo Chapter, and how being a member will help you accomplish your goals!
- Day: Wednesdays
- Time: 11:30am - 12:45pm
- 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
Chaz is focused on helping individuals and business owners build, protect, and intentionally deploy wealth across their lives and eventual transitions. His work centers on cash-flow-driven planning, advanced financial planning strategies, and exit planning for business owners—covering everything from growth and tax efficiency to succession, liquidity, and legacy. He operates with a protection-first philosophy, integrating personal financial planning with business strategy so clients can make decisions with clarity and control.
A native of Denver, Colorado, he and his wife enjoy travel and the great outdoors with their daughter and Tibetan Terrier. Chaz 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.
Industry
Chaz's Chapters
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