Chad is a Retirement Plan Consultant, Registered Representative, and instrumental part of the New Aspect Financial Services team.
Chad manages the relationships of many 401(k) plan clients and assists plan sponsors and fiduciaries to provide successful employee benefit plans. He prides himself in providing top service by understanding each client’s unique goals and designing a customized service experience. Chad is also well versed in portfolio construction by helping families forge forward to realize their dreams in life. He holds a Bachelor of Science from Sonoma State University in Business Administration, with a concentrated focus in Financial Management. He also holds the Financial Paraplanner Qualified Professional™ certification (FPQP) from the College for Financial Planning and maintains FINRA Series 7 & 66 registrations.
Chad is a Marin County native and continues to reside in Bel Marin Keys, where he has served on the Community Board of Directors. Outside of work, Chad spends his time on the San Francisco Bay or Lake Tahoe, biking, camping, snowboarding, and enjoying the sun.
To learn more about the professional history of our financial advisor(s), please visit brokercheck.finra.org
New Aspect Financial Services, LLC. is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. New Aspect Financial Services, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.