Chase B. Daknis, CFP®

Chase joined the Point Comfort Wealth Management team in the spring of 2023 and now serves as a CERTIFIED FINANCIAL PLANNER® professional and LPL Financial Advisor, earning his CFP® designation in March 2026. In his role, he supports clients through comprehensive financial planning, portfolio modeling, investment due diligence, and detailed meeting preparation designed to help families make confident, informed decisions.

Chase works as part of a collaborative mother–son advisory team, partnering with his mom (Jennifer) to provide a personal and relationship‑driven client experience. Together, they blend complementary strengths, shared values, and a family‑centered approach to wealth management.

In 2023, Chase obtained his SIE, Series 7, and Series 66 securities licenses (held with LPL Financial), followed by his Virginia Life, Health, and Annuities licenses in 2024. He is a 2023 graduate of Christopher Newport University with a Bachelor’s Degree in Business and a concentration in Finance.

Entrepreneurial from a young age, Chase launched his own lawn care business at 16 and continued operating it through college while also working part‑time at James River Country Club. He completed two formative internships during his time at CNU—one with a local small business serving military, law‑enforcement, and government clients, and another with a regional wealth management firm, where he reported directly to the CEO and gained exposure to investment management, trust services, retirement strategies, and estate planning.

Chase is an active member of Waters Edge Church, where he has served in multiple volunteer roles, including leading a high school student group. Born and raised in Yorktown, VA, Chase lives there today with his wife (Zoey), and their daughter (Jesse). Outside of work, he enjoys working out, playing golf, watching sports, and spending time with friends and family.