Chuck Nash is a financial consultant located in Nashville, TN, the founder of PFM Elite and a managing director with Redwood Tax Specialists. Born in Nashville, TN and raised in nearby Franklin, TN, Chuck is a lifelong Tennessean and still resides in Franklin, TN with his wife Deborah. They have two grown children, both of whom live in the Nashville area. They enjoy traveling abroad, especially in the Mediterranean region.
He began his financial services career in 1981 and completed the Certified Financial Planner ® (CFP) program in 1987. He opened his private practice in 1993 under the name Personal Financial Management (PFM) and incorporated as PFM Advisor in 1998. In 2020 he joined Redwood Tax Specialist and in 2021 he joined their investment firm, Redwood Private Wealth. Furthermore, in 2021 he founded PFM Elite to provide financial consulting services using best- in-class partner firms with Redwood as his core partner.
In addition to the CFP ® designation, he is also a Chartered Life Underwriter ® (CLU ®), Chartered Financial Consultant ® (ChFC ® ), Chartered Retirement Planning Counselor ® (CRPC ® ), Accredited Assets Management Specialist ® (AAMS ® ) and an Accredited Wealth Management Advisor ® (AWMA ® ).
Over his 40+ years in the financial services industry, his primary mission has been to help his clients achieve their desired outcomes through holistic planning and a focused attention to detail.