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Chet Cowart, CF2, CRPC

Chet Cowart

Chet Cowart

Certified Financial Fiduciary®

CF2 Since 2024

Accepts Remote Clients

Winter Park, FL
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2201127
Active Dates
Feb 19, 2024 – Feb 19, 2027

About Chet Cowart

Chet Cowart joined Nelson Financial Planning in August of 2018 as an intern then became a full-time member of the team in May of 2021. He is a Financial Planner with Nelson Financial Planning, Inc. (NFP) and a FINRA Registered Representative with Nelson Ivest Brokerage Services, Inc. (NIBS).

Chet is a Chartered Retirement Planning Counselor (CRPC™), a Certified Financial Fiduciary®, a Notary Public in Florida; he holds a Series 7 Securities License with FINRA. He is also an Investment Advisor Representative with Nelson Advisory Services, Inc. and holds a Series 66 Uniform Combined State Securities Law license with NASAA.

Born and raised here in Central Florida, he enjoys spending time playing golf, training in martial arts, fishing, and traveling to various bucket-list destinations.

Chet is active in the community, staying involved with the Paralyzed Veterans Association and participating in their yearly golf tournament.

Areas of Specialization

Retirement Planning Tax Planning Estate Planning Real Estate Investments Home Purchase or Refinance College Planning Federal Benefits NIL College Athlete Income Planning Investing Budgeting Insurance Social Security Financial Planning Debt Elimination Crypto Currency General Financial Guidance

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