Chad Chubb
Chad is a Certified Financial Planner™ and the founder of WealthKeel. He holds the Series 7 & 66 registrations and maintains Life, Accident, and Health Insurance Licenses.
Chad knew providing others with comprehensive financial guidance was his calling when he built his first investment portfolio at 14 years old. He asked his mom to open an investment account for him and he contributed money from the neighborhood businesses he started. At 19, Chad obtained his Life, Accident, and Health Insurance Licenses and started his professional career as an independent insurance agent while a student at Penn State.
Chad went on to earn his degree in Finance from the Smeal College of Business at Penn State University and graduated with High Distinctions. As a summer associate, he worked with Merrill Lynch and the Snyder/Balducci Group, one of the most successful Wealth Management teams on Wall Street, managing over 2 billion dollars in assets. After graduation, Chad worked with another successful advisor who mentored him at PFG Wealth Advisors. He was responsible for building extensive financial plans for high-net-worth clients.
Today, Chad enjoys working with busy professionals to create financial plans that make their complex lives a little simpler, so they can focus on what matters while growing their wealth over time. Outside of the office, Chad is an avid sports fan and roots for the Boston Bruins, Boston Red Sox, Indianapolis Colts, and Philadelphia 76ers. When Chad is not chasing his son, Ryker, around, he is a fitness practitioner and foodie, but still gives the cooking edge to his wife, Mari.
See Chad’s FINRA BrokerCheck background report here.