“My focus is on providing professional financial planning, building long term client relationships and delivering value to my clients.”
Chason Trahan joined Carroll Financial in January of 2017 as a Financial Advisor. He graduated magna cum laude from Hampden-Sydney College where he earned a Bachelor of Arts degree in Economics and Commerce with a secondary concentration in Rhetoric. Post graduation, he completed the Financial Planner Program at Queens University of Charlotte in 2012. Chason obtained both his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification and Chartered Life Underwriter (CLU®) designations in 2014; these titles are for individuals who meet required education, experience and exam requirements while following specific Code of Ethics and Practice Standards.
Chason began working in the financial services industry in 2011 in a consultant capacity to financial advisors throughout North and South Carolina. He collaborated with financial advisors and their clients to design and implement wealth transfer and legacy planning strategies. Throughout his career, Chason has been active in the financial services community. As a former Director and Board Member of the Financial Planners Association in Charlotte, Chason understands the importance of education and advancement of the financial planning profession.
A four-year letterman and captain of the Hampden-Sydney College golf team, Chason continues to enjoy the game of golf. He and his wife, Catherine, are both Charlotte natives and live in South Charlotte with their daughters, Holland and Palmer.
Chason Trahan's Approach
My focus is on providing professional financial planning, building long term client relationships and delivering value to my clients.- Chason Trahan
My collaborative approach towards financial planning enables my clients to feel more confident and prepared in dealing with ever-changing market conditions. In addition to my team’s skills and experience, we have the ability to keep up-to-date on the latest research and financial products to potentially maximize return while minimizing risk.