Financial Planning Insights: Insights Gained from Two Decades as a Financial Planner

Chase Armer is a co-owner of Planned Solutions, Inc., a Sacramento based Financial Planning and Investment Advisory Firm where he works as a financial planner and is a member of Planned Solution's Investment Management Committee. Chase holds several professional designations including: CERTIFIED FINANCIAL PLANNER, Chartered Financial Analyst(R), and Enrolled Agent. Chase has earned a Doctorate in Business Administration and a Masters in Taxation from William Howard Taft University, a BA in Economics from California State University, Sacramento, and a Certificate in Personal Financial Planning from the University of California at Davis Extension. Chase is active with the Financial Planning Association of Northern California where he has served as President and the Director of Career Development. Chase has over 20 years of experience in the financial services industry, working primarily with individuals and business owners who seek advice in all areas of financial planning with a special emphasis on Investments, Retirement Planning, and Income Taxation. Chase Armer can be contacted at: Planned Solutions, Inc.1130 Iron Point Road, Suite 170Folsom, CA 95630Tel. 916-361-0100Fax. 916-361-0191CArmer@PlannedSolutions.com