Meet Your Team
About
Chase Strait is an Investment Associate for Capital Investment Advisors (CIA) in our Tampa location. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement.
Originally from Lake Mary, Florida, Chase graduated with a degree in Economics from Saint Leo University in Dade City, Florida, where he also played on the men's lacrosse team. After completing his studies, Chase moved to Tampa to begin his career.
In his free time, Chase enjoys coaching lacrosse and spending time with close friends cooking. He’s also a dedicated Philadelphia Eagles fan, a passion passed down from his father who grew up in Philadelphia.
Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
