Chase Coffin

Advisor

CPA, CFP®

As an Advisor, Chase Coffin provides a comprehensive Family CFO service and is committed to deeply understanding your goals.

Chase enjoys working with clients at every stage of the financial life cycle and strives to deliver a customized approach while providing a level of service that is always in each client’s best interest.

After spending most of his career as a wholesaler with some of the largest asset managers in the world, Chase discovered his true passion was to help individuals and families find financial freedom. He joined the Kittner Team at Moneta in 2023, with his background in asset management adding knowledge to the team around innovative solutions to meet client’s needs. His experience includes mutual funds, private equity, hedge funds, ETFs, and separately managed accounts.

Chase is a CERTIFIED FINANCIAL PLANNER® who earned his Bachelor of Science and Master of Accounting degrees from the University of Kansas. He, his wife, and their two dogs live in Westwood Hills, a neighborhood on the Kansas side of Kansas City. Away from work, Chase enjoys watersports at the lake, playing golf, cheering for the Chiefs and Jayhawks, and spending time with family and friends.