Chase Headshot_Square_April 2024

Chase Ferderer, BFA™

Financial Advisor
Trees

Chase Ferderer, BFA™, CRPC®, APMA®, CLTC®, CSRIC® began his career in the Financial Services industry over a decade ago and has been honing his craft since. That said, finances have been a large part of his life in general. He often likes to make the joke that he is the most expensive human you have met. Not because of his style, hobbies, or tangible items- but due to his medical history. Chase has survived five open heart surgeries and three stent procedures throughout his life, and if you are familiar with the cost of medicine, his claim is most likely accurate! Chase credits these experiences and his upbringing to his passion for finance; learning about finances, and life’s overall cost long before joining the workforce.

As a financial advisor with Comprehensive Wealth Management, Chase works with clients in areas of holistic financial planning such as retirement planning, investments strategies, and cash flow management. His passion for helping others accomplish their short-term and long-term financial goals is contagious and shines through in his day-to-day conversations. The ability to articulate strategies in several ways while understanding that everyone’s level of comfort with finances differs, has always been an important aspect of Chase’s career. In fact, this ability, mixed with his passion for the subject, has driven Chase to obtain designations and certifications, such as the Behavioral Financial Advisor (BFA™) designation as well as the Chartered Retirement Planning Counselor (CRPC®), respectively. Chase believes that through proper planning and advice- everyone can live richly.

Chase graduated with a bachelor’s degree in economics from Western Washington University.

Outside of Work

Chase enjoys weightlifting, road cycling, golfing, working on his property, and spending time with his wife, Brittany, their three cats, and one big dog. Affectionately referred to as their house horse.

Designations/Certifications

Actively Supports

Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer, Member FINRA, SIPC. Advisory services offered through Comprehensive Wealth Management, LLC (CWM), a registered investment adviser. IFG and CWM are unaffiliated. OSJ Branch: 12671 High Bluff Dr, Ste 200, San Diego, CA 92130.

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Don't be hesitant to apply a schedule or a budget; discipline will help you reach places in life that motivation never could.

- Chase Ferderer, BFA™
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