Chase Armer

Chase Armer is the President and a co-owner of Planned Solutions, Inc., a Folsom, California–based financial planning and investment advisory firm in the greater Sacramento area. He has been with the firm since approximately 2002 and has roughly 24–25 years of experience in the financial services industry. He sits on the firm's Investment Management Committee and works primarily with individuals and business owners across all areas of financial planning, with particular emphasis on investments, retirement planning, and income taxation.

His credentials are unusually broad: he is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Financial Analyst (CFA®), and an IRS Enrolled Agent (EA). Academically, he holds a Doctorate in Business Administration (DBA) and a Master's in Taxation from William Howard Taft University, a BA in Economics from California State University, Sacramento, and a Certificate in Personal Financial Planning from the UC Davis Extension.

Armer is also an author and active voice in the financial-planning profession. He published the book *Financial Planning Insights: Insights Gained from Two Decades as a Financial Planner* in May 2020 (BookBaby; ISBN 978-1-09830-627-4), and he is a past president of the Financial Planning Association (FPA) of Northern California. He has appeared as a speaker at industry events such as the FPA Far West Roundup and on fintech/advisor podcasts. Planned Solutions itself is a roughly 10-person RIA managing several hundred million dollars in client assets (reported in the ~$468M–$671M AUM range across directory sources).

Notably, none of the available sources describe Chase Armer as a startup angel investor or seed-stage venture funder. The "Angel Investors / Seed Round" classification in the source stub does not match his documented profession, which is registered investment advisory and financial planning.

• Discretionary public-market portfolio management, not venture/seed investing. Planned Solutions provides "discretionary portfolio management, financial planning, income tax preparation, and insurance implementation" for individuals, high-net-worth clients, and charities.
• Special emphasis areas: investments, retirement planning, and income taxation — reflecting his combined CFP®/CFA®/EA skill set.
• His stated client philosophy frames planning as solving each client's "unique puzzle," tailored to their individual "resources, goals, and dreams" rather than a one-size-fits-all model.
• No evidence of an angel/seed investment thesis for startups was found; founders seeking venture capital should treat the "Angel Investor" label here as likely a database mismatch.