Chase Thomas began trading stocks at the age of 10.  Propelled by his passion for finance, Mr. Thomas entered the financial world immediately after graduating from Brigham Young University.  He began his career with Fidelity Investments, earning his Certified Financial Planner designation, and ultimately oversaw five hundred million dollars in client assets.  In 2015, Mr. Thomas left Fidelity Investments to start his own asset management practice focusing on adding value through time value strategies.  After three years of solid growth, Chase merged his practice with Harvey Sax, and became a manager and owner of Alpha Wealth Funds, LLC.

CERTIFIED FINANCIAL PLANNER™

Brigham Young University, Bachelor of Arts