Brian Chastain, CFP®, MBA
CIO and Founding Partner
As CIO, COO and Founding Partner at CFO4Life, Brian leads the firm's investment committee, helping develop their long-term vision, policy and strategy. With over 20 years of experience in the financial services industry and having been quoted in Forbes, Brian has focused his career on helping clients identify and build their dreams through sound financial wealth management. As a teacher, Brian empowers his clients to make well-informed decisions so they can live the life they've imagined.
A CERTIFIED FINANCIAL PLANNER™ practitioner, Brian's extensive knowledge and experience in the Financial Planning Industry has been essential to the longevity of CFO4Life. In addition to creating personal investment strategies for his clients, Brian is also actively engaged with the construction of individual plans, estate considerations and the tax implications for each strategy. By consistently providing judicious, effective and objective advice, he has earned the confidence, trust and respect of the firm.
Brian currently resides in Coppell, Texas, with his wife, Julie. They have five children and three grandchildren. Outside of the office, Brian enjoys spending time with his family and traveling to areas of historical significance.