CHASE TUSHAUS
PARTNER, CHIEF COMPLIANCE OFFICER
After graduating from the University of San Diego with an Industrial and Systems Engineering degree, Chase worked as an engineer in the aerospace industry for companies such as L-3 and SpaceX.
Originally from Scottsdale, Arizona, where he grew up, Chase runs the San Diego office, is licensed in California to sell insurance products, and holds a Series 65 registration. He serves as Tushaus Wealth Management‘s chief compliance officer and helps the firm’s clients with many financial and retirement planning services.
Chase has a couple of areas of special interest to him, and one of those is helping parents and students plan for college expenses as a Certified College Financial Consultant.
“My wife, Julia, counsels and advises students on all the many things they need to do academically to find a best fit school. At Tushaus Wealth Management, we help with the financial part,” he says.
Chase enjoys spending time in the community. He serves on the University of San Diego’s Alumni Board and their School of Engineer Alumni Council. He and Julia are parishioners at St. Charles Borromeo in Point Loma and are dedicated to spending time mentoring local youth.
What i Do
Retirement Income Planning
Retirement Strategies
Annuities & Financial Products
Retiree Resources
Disclaimer
Tushaus Group, LLC (“RIA Firm”) is an investment adviser located in Scottsdale, AZ. Tushaus Group, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Tushaus Group, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Tushaus Group, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Tushaus Group, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Tushaus Group, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Tushaus Group, LLC, please contact the state securities regulators for those states in which Tushaus Group, LLC maintains a registration filing. A copy of Tushaus Group, LLC’s current written disclosure statement discussing Tushaus Group, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Tushaus Group, LLC upon written request. Tushaus Group, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Tushaus Group, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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Insurance products and services are offered and sold through Tushaus Partners, LLC and individually licensed and appointed insurance agents.
