About Me

Chaz Laney is the Chief Executive of the Registered Investment Adviser firm JPFG Wealth Management. With over twenty years of experience in financial services he has demonstrated a high skill level in various parts of the industry. As a licensed Investment Adviser, he has analyzed and advised businesses on improving and reducing the costs of their retirement plans. He has developed partnerships with other companies in the retirement plan business that allows him to provide a wide variety of solutions to businesses.

Prior to running an RIA firm, he worked at a financial service firm and a broker dealer that were subsidiaries of Citigroup. His focus was providing comprehensive financial planning and services in mortgages, insurance, and investments for individuals, families, and small businesses.

A graduate from the University of Michigan (Ann Arbor) with a degree in Economics. He is a native of Queens, NY and currently lives in Charlotte NC.