Chad has been a financial advisor since 2008. Chad chose to be a financial advisor because of the importance a well-designed plan has on a client’s retirement goals and eventual success. Seeing the turbulent markets of 2008 and 2009 only strengthened his opinion on the importance of a well-designed financial plan and risk managed investment portfolio. He works with his clients, first by understanding their needs, goals and what is truly most important to them in their financial future. His goal is to have every investor confident with their financial plan and have a portfolio built to weather the uncertainties of the market.
Chad is a CERTIFIED FINANCIAL PLANNER ™. His areas of expertise are: financial planning, retirement planning, tax efficient investing and wealth management. Chads passion is building long lasting relationships with his clients and helping them achieve their personal investment goals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
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