Chase Sommer

Relationship Manager

As a Relationship Manager for the Larkspur office of United Capital Financial Advisors, Chase partners with Wealth Advisors to deliver financial planning and personalized service to clients. He acts as the first line of communication for clients and focuses on offering the highest level of client service and execution through each interaction.

Chase began his work in finance through an internship at a hedge fund in Healdsburg, California. During the summers, while earning his Bachelor of Science degree in managerial economics from the University of California, Davis, he developed his client service expertise through several roles at the Montage Healdsburg. Following a study abroad program at the London School of Economics, Chase gained international experience in private equity through Ardian in London, most recently working for the firm in San Francisco.

Outside the office, Chase is often found running trails or volunteering within his local community. He is also often found playing golf in the summer or skiing during the winter.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

Share your current situation and goals

Receive an introduction to an advisor

Get your financial questions answered

"*" indicates required fields

Name*

Phone Number*

Email*

Investable Assets*

ZIP Code*

This field is hidden when viewing the form

Page Title

This field is hidden when viewing the form

Embed URL

Name

This field is for validation purposes and should be left unchanged.

By providing a telephone number and submitting this form you are consenting to be contacted by a phone call (primarily) and/or SMS text message. SMS text message & data rates may apply. Reply STOP to opt out of further SMS text messaging.