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Chase Imberger

Financial Advisor





Calvin University, Grand Rapids MI

  • Bachelor of Arts

    • Major(s):

      • Economics

      • Finance – Concentration in Financial Planning


Chase's lifelong dedication to assisting others has evolved into the concentration of guiding individuals towards a secure and fulfilling retirement. His degree in Finance and Economics, in addition to his professional designations, has allowed him to hone his skills and knowledge.  His innate ability to build positive relationships and trust allows his clients to stress less about money and focus more on what makes them happy. This includes his volunteer work, particularly with JCI, where he nurtures and develops future leaders. When not meeting with clients to discuss personalized goals, Chase fulfills his vision of educating the community by hosting various financial wellness seminars and participating in community outreach. 

Professional Designations

  • CFP® - Certified Financial Planner

  • ChFC® - Chartered Financial Consultant

  • Series 65 – Uniform Investment Adviser Law Exam

  • Michigan Life, Accident, & Health

Professional Associates/Volunteer

  • JCI Michigan – Junior Chamber International Association

  • Volunteer: JCI Michigan Events

    • JCI Mentoring

    • Community Healing Roofsit

Focused Areas

•    Comprehensive Financial Planning
•    Investment Analysis 
•    Budgeting & Debt Management
•    Business Continuity Planning
•    Life Insurance Planning 
•    LTC Insurance Planning
•    Investment Accounts
•    401(k) Management

Educational Seminars

•    Financial Wellness Series
•    Social Security 
•    Long-Term Care
•    Life Insurance
•    Estate Planning
•    Skip the Retirement Blues

"Let us navigate the complexities of your financial path, freeing yourself to embrace the moments that define your life's narrative. With our guidance, you can invest in creating memories that resonate for a lifetime."

Our Team.

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