Chad Jaffee, CFP®, is an accomplished financial professional with extensive experience in wealth planning. Currently serving as Associate Partner and Regional Director of Wealth Planning at Corient since November 2022, Chad previously held the position of Head of Planning at KORE Private Wealth from July 2019 to November 2022. Prior to this, Chad was Assistant Vice President and Wealth Strategist – Financial Planning at Lenox Wealth Advisors from April 2016 to June 2019, and Principal at Valley Forge Financial Group from September 2010 to April 2016, where responsibilities included developing initial and ongoing need analysis, gifting strategy, plan design, implementation, and administration. Chad earned a BS in Finance from the Indiana University - Kelley School of Business between 2006 and 2010.
This person is not in the org chart
This person is not in any teams
This person is not in any offices