Fady Chaccour, RFC®, ChFC®, CCA® in

Fady Chaccour, RFC®, ChFC®, CCA®

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Reg Rep at First Heartland Capital, Inc.
📍 Westlake, Ohio, United States

Fady is a Marine Veteran and the founder of Building Blocks Financial Planning, where he operates as "Your Financial Quarterback. " He is a Chartered Financial Consultant (ChFC®) specializing in complex financial planning, estate preservation, and business continuity for professionals and small business owners, drawing on his education in Finance and Economics from Cleveland State University.

Outside of his firm, Fady is deeply involved in philanthropic activities. He dedicates time to his family and is an active member of his Parish Council. He has also served as a board member for the American Foundation for Auxilia and the Cleveland Chapter of The American Diabetes Association, demonstrating a strong commitment to community service.

As a Marine Veteran, he founded a veteran-owned financial planning firm to continue his service by guiding clients.

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Experience
36 Years
Current Role
Reg Rep
Job Level
Leadership
Location
Westlake, Ohio, United States
Personality Overview

How Fady 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 Fady cares about

Estate Preservation
Focuses on wealth accumulation and transfer for clients and posts content on niche topics like the Alternate Valuation Date for estate executors.
Business Continuity
Advises small businesses and non-profits on risk management, including the use of tools like D&O insurance to protect their operations.
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Career

Work history

2-2016
Reg Rep
First Heartland Capital, Inc.
2-2016
IAR
FIRST HEARTLAND CONSULTANTS, INC.
1-2010
Founder | Your Financial Quarterback
Building Blocks Financial Planning
2003 - 2-2016
Co-Founder and Managing Member
River Financial Group
2003 - 10-2009
Registered Principal
River Financial Group
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2008 - 2010
Charterd Financial Consultant ChFC
The American College of Financial Services
1988 - 1990
Finance and Economics
Cleveland State 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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