Chase Newsom
Financial Advisor & Certified Financial Planner
250 Main Street, Suite 530
Lafayette, IN 47901
Telephone# 765-423-5621 or 1-800-382-7689
cnewsom@citysecurities.com
Chase Newsom is a Financial Advisor and Certified Financial Planner with City Securities Corporation. In this capacity, Mr. Newsom advises clients in the areas of retirement planning, college planning, estate planning, tax-efficient investment strategies and retirement income management.
Mr. Newsom’s client relationships are built around integrity, confidentiality and communication. Mr. Newsom’s approach to portfolio management consists of a thorough and continuous understanding of each client’s goals, objectives and
risk tolerance levels.
Mr. Newsom has 12 years of experience in the financial services industry. In addition to being a Certified Financial Planner, Mr. Newsom holds his life and health insurance license and the FINRA series 6, 7, 63 and 66 securities’ licenses. Mr. Newsom received his bachelor’s degree from DePauw University. Mr. Newsom is also an instructor at Ivy Tech Community College through their Department of Workforce and Economic Development. In this role he teaches courses that focus on financial and retirement planning. He resides in West Lafayette, Indiana, with his wife Dana and their three children.
Information is the lifeblood of any sound financial decision. However, if it is not properly understood or interpreted, it can be very misleading or useless to the decision maker. If you have any questions regarding the information below, please do not hesitate to telephone Chase Newsom directly at 765-423-5621.
Financial Items of Interest