Kevin Chiu, Vice-President of the Elsass Financial Group, started his financial career in the banking industry and joined us in 1999. 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.
With credentials like the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant®, Accredited Investment Fiduciary®, and National Social Security Advisor® certificate holder, Kevin is able to use his experience, the advanced training and continuing education from these designations to assist and guide the many varied needs of his clients.
He earned his Bachelor’s degree from Wittenberg University and a Master of Business Administration with a major in finance from Youngstown State University.
Kevin enjoys hiking, golf, boating, 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 several local foundations, non-profit organizations and booster organizations. Kevin is a member of the Rotary Club of Youngstown, where he is a past president, and is also a board member for the William Swanston Charitable Fund, the J. Ford Crandall Memorial Foundation and the Marion G. Resch Foundation.
Check the background of these investment individuals at FINRA’s BrokerCheck.
125 West Boyer Street | Wadsworth, Ohio 44281 | 330-336-9292
3736 Boardman Canfield RD | Canfield, Ohio 44406 | 330-702-9950
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Kevin Chiu ADV Brochure Part2B | Karl Elsass ADV Brochure Part2B | Beth Randall-Dodd ADV Brochure Part 2B | Brad Stoehr ADV Brochure Part2B | CIRA ADV 2A | CambridgeWealthPort Wrap Brochure | CIRA CRA Form | CIR CRS Form
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Elsass Financial Group are not affiliated.
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