Bio Chase Mouchet, CFP, CIMA

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Chase Mouchet, CFP®, CIMA®

Wealth Adviser, Brightworth

Phone: 404.760.9000

Chase Mouchet is a wealth adviser at Brightworth, a wealth management firm with offices in Atlanta and Charlotte with $3 billion in assets under management, serving over 1,200 families in 48 states. He is passionate about helping families maximize the impact of their wealth, particularly through charitable giving.

Chase is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. He received his BBA in Finance and BSFCS in Family Financial Planning from the University of Georgia.

Latest Features

Building Wealth
April 2020

A Down Market Presents Charitable Giving Possibilities

Stocks are down since the coronavirus hit, but that doesn't have to present a hurdle for charitable giving. In fact, with the CARES Act, opportunities for giving from your investment portfolio could be better than ever.

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Building Wealth
February 2019

Your 401(k) Can Help Those in Need After You've Retired

Saving money in a 401(k) or an IRA is a great way to save on taxes while you build a generous legacy for your favorite charity.

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