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Lance C
Series 65
Boise, ID
Sound Financial, LLC
Lance Chisum is a financial advisor at Sound Financial, LLC with one year of industry experience. Prior to joining Sound Financial, he worked at The Boeing Company for 18 years. He is a licensed insurance producer in Idaho, appointed with MassMutual for life and health insurance lines. Sound Financial serves individual and high-net-worth clients as well as business entities, providing financial planning and portfolio management through third-party advisers. The firm emphasizes model portfolios and modern portfolio theory, often directing assets to third-party managers and offering educational workshops and specialized consulting engagements.
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