Fady Chaccour

I am a Marine Corps veteran and accomplished financial services professional with more than three decades of experience in the industry.

Since 1991, I have been dedicated to helping individuals and owners of small, closely held and family-owned businesses navigate complex financial planning needs, including succession planning, ownership transitions, risk management, and long-term wealth preservation, with thoughtful, comprehensive solutions. I holds multiple professional designations, including Registered Financial Consultant (RFC®), Chartered Financial Consultant (ChFC®), Certified Financial Fiduciary (CFF®), and Certified College Advisor (CCA®). I am a Registered Representative and Investment Adviser Representative with First Heartland Capital and First Heartland Consultants. I hold FINRA Series 6, 7, 24, and 63 registrations, along with Life/Health and Property & Casualty insurance licenses. My areas of expertise include comprehensive financial planning, encompassing insurance and risk management, retirement planning, wealth accumulation and transfer strategies, charitable planning, estate and tax planning, and business planning. Outside my professional work, I devote my time to my family, philanthropic efforts, and Martial Arts. I am an active member of my Parish Council, where I have served in roles ranging from Treasurer to Chairperson. I also serves as a Board Member of the American Foundation for Auxilia and previously served on the Board of the Cleveland Chapter of the American Diabetes Association.