PFM Elite provides financial consulting services over a wide range of disciplines tailored to specific client situations. If you are interested in discussing how we may help you achieve your desired outcome, click the button below to set up a brief, no obligation, call for further discussion. For details on specific services we cover, use the buttons on our home page.
Investment advice is offered through Redwood Private Wealth LLC, (“Redwood”), 3930 E. Ray Rd, Suite 155 Phoenix, AZ 85044. Additional information pertaining to Charles E. (Chuck) Nash and/or Redwood’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
Charles E. (Chuck) Nash
Chuck Nash is a financial consultant located in Franklin, TN, the founder of PFM Elite and a senior managing director with Redwood Tax Specialists.
Born in Nashville and raised in nearby Franklin, Chuck is a lifetime Tennessean and still resides in Franklin 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 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 Specialists 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 Asset 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.