Chaz Price

Chaz Price is a Certified Financial Planner who draws on more than 15 years of experience in the financial industry. In addition to assisting clients with their investment and financial planning needs, Chaz Price seeks to identify business opportunities. His responsibilities range from helping clients to set financial objectives and evaluating their expenses to offering guidance and creating comprehensive financial strategies. Earlier in his career, Mr. Price grew his financial planning practice from $0, to more than $8 million in portfolio assets under management in just under severn years, during his tenure at Raymond James Financial Services. Following this role, Mr. Price became a strategic team lead at TDC Investment Advisory, where he oversaw a group of financial advisors. His primary responsibilities included communicating with the team about deadlines and company goals and assessing their performance, as well as assisting senior management with training and supervision. Additionally, he managed $20 million in assets under management and implemented cost-cutting and process improvement initiatives that boosted the corporate profit margins. Mr. Price earned a bachelor of science in finance from Bowling Green State University prior to graduating with a master of business administration from the University of Toledo. Advisory services offered through The Retirement Guys Formula, LLC., a Registered Investment Advisor. Securities offered through Peak Brokerage Services, LLC., member FINRA/SIPC. America’s Retirement Headquarters and The Retirement Guys Formula, LLC., are separate and independent entities from Peak Brokerage Services, LLC. Ohio insurance license # 670698.