Chet Beene in

Chet Beene

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Registered Financial Advisor at Beene Wealth Management Group
📍 Waco Area, United States

Chet is a registered financial advisor at Beene Wealth Management Group, specializing in portfolio management, retirement planning, and risk management. A Baylor University alumnus, he holds a unique BBA with a triple major in Finance, Real Estate, and Entrepreneurship, and is currently pursuing his CFP and CLU certifications.

Outside of his professional life, Chet is an avid outdoorsman who enjoys hunting in his spare time. He also values spending time with his friends and maintains a connection to his alma mater, Baylor University.

Chet distinguished himself academically by triple-majoring in Finance, Real Estate, and Entrepreneurship.

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Experience
6 Years
Current Role
Registered Financial Advisor
Location
Waco Area, United States
Personality Overview

How Chet 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 Chet cares about

Client Investment Outcomes
Engages in due diligence with investment managers to discuss improving client outcomes through portfolio diversification and different income approaches.
Retirement & Estate Planning
A core area of his financial counsel, supported by his ongoing pursuit of Certified Financial Planner and Chartered Life Underwriter certifications.
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Career

Work history

6-2019
Registered Financial Advisor
Beene Wealth Management Group
5-2017 - 9-2017
Financial Advisor Assistant
UBS
In the press

Media appearances

Chet Beene - Beene Wealth Management Group. Featured in Beene Wealth Management Group
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Education
2015 - 2019
Bachelor of Business Administration - BBA
Baylor 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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