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Kurt E Chase, CFP®, CLU Senior Financial Advisor
phone: 360-456-7768

Kurt is a Senior Financial Advisor with CB Financial Services1. In his role Kurt focuses on the Puget Sound Region, providing clients with financial experience and advice.

Kurt believes that every client has a unique situation, so he provides them with counsel that fits their individual needs. As a relationship-oriented person, Kurt believes listening to the client and providing them with the best possible option is top priority.

Kurt has developed diverse knowledge in various areas of investing through his experience on offering comprehensive financial services. He received an MBA from St. Martin’s University.

1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP in the U.S.
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Matthew Klifman VP, Branch Manager
phone: 360-456-7706
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