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Chase Kenner, CFP®

Chase Kenner, CFP®

Director of Financial Planning

Chase is originally from New Iberia and graduated from the University of Louisiana at Lafayette. He began his career as a Financial Advisor in St. Louis, MO working from the corporate office of Edward Jones Investments. After returning to Lafayette, he became an Independent Financial Advisor assisting individuals and business owners with retirement planning and portfolio management.

Chase has been a part of the Summit Team since early 2016. He assists our firm and our clients with financial planning, investment research, and operations. His passion for enhancing the customer experience aligns with the client-centric values Summit’s Partners developed long ago. Chase lives in Lafayette with his wife, Megan, and their two children. He enjoys fishing, cooking, and spending time with family and friends.

Chase has also been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

 

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.