Chase Caldwell CFP® CPFA® ChFC® CLU® in

Chase Caldwell CFP® CPFA® ChFC® CLU®

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Financial Advisor at Legacy Wealth Partners
📍 Greater Tampa Bay Area, United States

Chase Caldwell is a Certified Financial Planner™ at Legacy Wealth Partners, specializing in personalized, fee-based financial strategies. He leverages skills from his entrepreneurial past to guide clients through major life moments. People who have worked with him describe him as organized, professional, and adaptable.

Originally from Danbury, CT, Chase was a successful entrepreneur and DJ who founded an award-winning events company. He has a passion for community involvement and was previously the official DJ for the Danbury Titans professional hockey team, driven by a desire to be the change he wants to see.

Before becoming a financial planner, he was recognized as one of Fairfield Countys "40 Under Forty" for his success with his entertainment business.

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Experience
11 Years
Current Role
Financial Advisor
Location
Greater Tampa Bay Area, United States
Personality Overview

How Chase shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Chase cares about

Entrepreneurial Mindset
He built an award-winning event and DJ company, One Plug Entertainment, from the ground up before his career pivot, giving him firsthand knowledge of business owner challenges.
Holistic Financial Planning
His focus is on creating comprehensive, long-term strategies that cover everything from wealth accumulation and retirement to risk management and estate planning for his clients.
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Career

Work history

5-2025
Financial Advisor
Legacy Wealth Partners
7-2024 - 4-2025
Paraplanner
Legacy Wealth Partners
10-2023 - 5-2024
Paraplanner
Northwestern Mutual
6-2022 - 6-2023
Director Of Financial Planning
Northwestern Mutual
12-2020 - 7-2022
Financial Advisor
Northwestern Mutual
In the press

Media appearances

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Education
Chartered Financial Consultant
The American College of Financial Services
2008 - 2010
Bachelor of Applied Science (B.A.Sc.)
Full Sail University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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