Chase Kincannon, Financial Planner

Categories

FinancialFinancial Advisors/Planners

About Us

Focus: Insurance Strategies, LGBTQ, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

Chase Kincannon joined the Capital Strategies team in 2013 after eight successful years working as a financial services representative and business consultant for State Farm agents across Texas. He graduated summa cum laude from Tarleton State University before pursuing his Chartered Financial Consultant and Chartered Life Underwriter designations from The American College. Chase has served on the board of the AUstin LGBT Chamber of Commerce since 2014, and currently serves as Board Chair. He is a cofounder of the Texas LGBT Chambers of Commerce. He holds FINRA Series 7, 6, and 63 registrations.

Chase is an active member and volunteer at the Austin Galano Club. He is an alumnus of the Leadership Austin Emerge program. He is also an advocate for the Big Bend Chamber of Commerce and is a supporter and enthusiast of Big Bend National Park. He was raised on a Century Ranch near Stephenville and is a fifth-generation Texan whose family arrived in Texas while it was still Mexico.

Chase Kincannon is a Registered Representative of, and offers securities, investment advisory and financial planning services through MML Investor Services, Member SIPC. Supervisory Office 317 Grace Lane, Ste. 250, Austin TX 78746. 512-346-6020.

Highlights

  • Insurance Strategies
  • LGBT Investment Strategies
  • Business Owners
  • Business Transition Planning
  • Financial Planning

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