KORE Private Wealth
Chad Jaffee, CFP®, has a strong background in financial planning. Chad currently serves as the Head of Planning at KORE Private Wealth, a position they have held since July 2019. Prior to this role, Chad worked at Lenox Wealth Advisors, where they served as the Assistant Vice President and Wealth Strategist for financial planning from April 2016 to June 2019. From September 2010 to April 2016, Chad was a Principal at Valley Forge Financial Group, where they focused on estate tax planning, family asset preservation, business succession planning, and charitable planning. Overall, Chad has extensive experience in developing and implementing comprehensive financial plans for clients, collaborating with financial advisors and legal counselors to provide strategic and practical solutions.
Chad Jaffee, CFP®, completed their Bachelor of Science degree in Finance at Indiana University - Kelley School of Business from 2006 to 2010.
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KORE Private Wealth
KORE Private Wealth, an independent registered investment advisor, goes beyond face value to deliver purposeful and impactful wealth solutions to affluent investors. We have the experience as well as the mindset and high energy to anticipate, assess and address the unique and complex needs of the wealthy, so that they can feel confident and comfortable in every aspect of their financial lives.
Employees
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