Chase Lederer

Wealth Advisor

Meet Chase

Chase Lederer is a Wealth Advisor based in Roseville, California.

Chase Lederer is a Wealth Advisor at Carson Wealth, where he is passionate about helping clients feel confident and informed as they make important financial decisions. Through thoughtful conversations and personalized guidance, Chase works to create a comfortable and approachable experience that helps individuals and families pursue their financial goals with greater clarity and financial confidence.

Chase earned his Bachelor of Arts in Finance from Washington State University and began his career in financial services in 2021 with Personal Capital, a technology-focused Registered Investment Advisor later acquired by Empower Retirement. During his time there, he gained experience across both sales and operations while developing a strong foundation in client service and financial planning.

Prior to joining Carson Wealth, Chase was part of the team at Pinnacle Wealth Management, where he worked in operations while preparing for and earning his Series 65 license in 2024. Since then, he has continued to grow his advisory experience under the mentorship of seasoned advisors Kenyon Lederer and Jack Zboralske.

Outside of work, Chase enjoys spending time with family and friends, creating music, and staying active outdoors through camping, hiking, swimming, and working out. He also enjoys attending concerts and exploring Colorado’s outdoor lifestyle with his cat close by.

Qualifications

Education
  • BA in Finance from Washington State University

Carson Wealth

3741 Douglas Blvd Suite 310
Roseville, CA 95661
(888) 207-8118

Chase Lederer is not affiliated with Cetera Wealth Services LLC, Member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.