Kevin Chiu, CFP®, ChFC®, AIF®, MBA 

Kevin Chiu, vice president of the Elsass Financial Group, started his financial career in the banking industry and joined us to provide his expertise and objective service to clients. Investing, finance, and achieving clients’ goals are the cornerstones of his practice. Kevin is focused on helping and bringing value to individuals, families, and businesses.

Kevin’s professional designations include the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant®, and Accredited Investment Fiduciary®. The advanced training and continuing education from these designations allows Kevin to create financial plans with greater variety and creativity and address the many varied needs of his clients. He earned an undergraduate degree from Wittenberg University and a Master of Business Administration from Youngstown State University. Kevin holds FINRA Series 7, 63, and 65 licenses.

Kevin enjoys running, hiking, golf, motorcycles, and spending time with his family. Being active in the community is also very important to Kevin and over the years he has served as a board member for a number of local foundations, non-profit organizations and booster organizations. Currently Kevin is a board member for the William Swanston Charitable Fund, the J. Ford Crandall Memorial Foundation and the Marion G. Resch Foundation and also volunteers for the Potential Development School for Autism.

 

Hanging out at OU

Zip lining crew!

Great to have everyone together

Check the background of these investment individuals at FINRA’s BrokerCheck.