Chad is a Partner and Certified Financial Planner™ with more than 20 years of experience in the financial services industry. Located in Raleigh, North Carolina, he enjoys serving clients that are close to retirement as a fiduciary, to find the unique tax savings strategies available to them. He also specializes in helping employees and executives of technology companies in the triangle like SAS, Red Hat, Lenovo and Cisco make the best decisions with their corporate benefit programs.
In addition to tax and retirement planning, Chad specializes in helping busy professionals take advantage of their stock compensation programs. He helps retired and former employees better understand their benefits packages and focus on the best choices to make for stock options, RSUs and ESPPs. Read some of Chad’s most popular writing here:
- Retirement Regrets, I Wish I Would Have…
- Five Things to Know Before Exercising Your Stock Options
- Your Retirement Secret Weapon: The Mega Back-Door Roth
- What I Was Reminded of by Taking My Daughter on a Date
He is the co-host of the Financial Symmetry podcast and a member of NAPFA. He’s been a contributor to Money Magazine and has been quoted and appeared in the Wall Street Journal & CNBC.
Chad was born and raised in Hudson, North Carolina. He moved to Raleigh to attend North Carolina State University where he graduated with a bachelor’s degree in finance and business management. Chad has been with Financial Symmetry since the beginning as the company’s first intern. He joined the firm full-time as a Financial Planning Associate, later earned his Certified Financial Planner designation, and has been helping clients make smart financial decisions ever since.
Chad cherishes spending time with his wife, two daughters and the family pup. He’s actively involved in the community as a coach for his daughter’s teams or serving in different aspects of his church, Hope Community Church in Apex, NC. When not vacationing at the Carolina Coast or Disney, he finds time for a golf trip each year.
Unique Facts About Chad:
- Graduate of the FBI Citizen’s Academy
- Card-Carrying Member of the MGA
- Lifelong Fan of Back to the Future movies
- Worked 11 different jobs before discovering financial planning
- Participate in YGuides tribe with his daughters
To learn more about Chad’s experience please connect with him on LinkedIn. To discuss how Chad can help you and your family work towards financial independence contact him by phone, email or pick an appointment time above.
