First Command - Ulysses Chavez - Financial Advisor

About Us

As a First Command Financial Advisor and Fiduciary, I am committed to helping clients make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.

Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long-term relationships with clients, serving as their personal financial coach by:

1. Helping them set specific goals that are aligned with their values
2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals
3. Motivating them to adopt and consistently practice productive financial behaviors to successfully execute their plan
4. Making strategic adjustments in their plan as their circumstances and goals evolve

I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including responsible debt management, disciplined saving and investing, and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests.

First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families.