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Chad L
CFP®, Series 66
Newport, KY
Lively Financial LLC
Chad Lively is a CFP® and holds a Series 66 license with five years of experience in financial advising. He founded Lively Financial LLC, where he serves as the sole advisor, and has prior experience with firms including Bankers Life and Touchstone Securities. Outside of his advisory work, he is a tax expert at Intuit, a role unrelated to his investment activities. Lively Financial LLC serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning that includes tax planning and preparation. The firm emphasizes non-discretionary management and incorporates a range of investment analyses and strategies, while also offering educational resources such as a monthly newsletter and seminars.
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