Chase Grundy

Senior Financial Planner

I have 6 years of experience working with High Net Worth Retirees and through that developed a passion for educating professionals on the importance of having a fiduciary financial plan that fits their unique goals. 
I have spent the past 6 years in Nashville, Tennessee but will be relocating in August 2023 to Fort Collins, Colorado.


Education: Western Kentucky University (BS) Finance

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Get to know Chase

Jesse and I were Engaged on 9-9-2021 at Sunset Cliffs in San Diego.

Snowboarding at Keystone Resort.

Jesse and I with one of our Four Dogs. Boots is a “Goberian”.

A San Diego Zoo trip from 2022 with Jesse.

What’s the top destination on your must-visit list?

I have dreamed of visiting Australia since I was a child.

What are you passionate about?

Education. I believe that education is the most powerful tool that you can equip yourself with and pass on to improve society.

What is the best piece of advice you were ever given?

If you have a large goal that seems unobtainable that is just your mind playing tricks on you. The key is to formulate a plan with smaller steps that lead you to the overall goal and execute on those one by one.

Where's your favorite place in the world?

My favorite place in the world is at the top of Telluride Ski Resort on my Snowboard with my wife on a Powder Day.