Chaz Price

CERTIFIED FINANCIAL PLANNER™

To build a legacy as a technically proficient financial service practitioner and a selfless teammate in the achievement of your financial goals.

A Certified Financial Planner, Chaz Price draws on nearly two decades of experience in the financial industry to assist clients at America’s Retirement Headquarters, a financial services company in Maumee, Ohio. Focused on overseeing the business’ daily activities, he takes a client-oriented approach to helping individuals meet their objectives by developing financial plans encompassing areas such as mortgages, college savings accounts, taxes, and insurance. In addition, Chaz Price created a proprietary financial planning calculator for allocating investment portfolios and establishing client investment policies that is used by advisors throughout the firm.

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Chaz Price

Advisory services offered through The Retirement Guys Formula, LLC., a Registered Investment Advisor. Securities offered through Peak Brokerage Services, LLC., member FINRA/SIPC. America’s Retirement Headquarters and The Retirement Guys Formula, LLC., are separate and independent entities from Peak Brokerage Services, LLC. Ohio insurance license # 670698.
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