Primary Roles: Financial Retirement Planner | Certified Financial Fiduciary
Chad is a retirement planning professional who educates people on various financial and estate planning strategies. He is well versed in retirement income planning, tax strategies, Social Security, Medicare, and estate planning. He believes it is important to understand what your goals and objectives are in order to formulate a comprehensive retirement plan. Chad’s primary focus is creating customized plans which allow successful professionals to transition into retirement.
Chad joined JL Smith in 2014 and is currently a lead advisor with the firm. He currently holds his Certified Financial Fiduciary® designation, Series 65, and Life and Health Insurance licenses. He attended Cleveland State University and the University of Toledo. He has a Bachelor’s in Business Administration in Accounting and a Bachelor’s of Science in Criminal Justice.
Chad lives in his hometown of Amherst, Ohio. He is married to his beautiful wife Sarah. Together they have two children, Logan and Harper. He is passionate about traveling, attending sporting events, and creating memories with family and friends. His goal is to make sure every client feels confident and secure about their financial future, while being a notable member in his community.
Series 65- The Series 65, Uniform Investment Adviser Law Examination, is an exam consisting of 130 multiple choice questions that is administered in a 3 hour testing time.
The CFF certification a professional designation provided by the National Association of Certified Financial Fiduciaries (NACFF), Charlotte, NC. To receive this designation, the individual must
complete a certification and training process created by NACFF and The American Financial Education Alliance. The individual must complete a 1-day training course and pass the Program Assessment. The program educates professional advisors about the laws, rules and regulations that determine when the individual is acting as a fiduciary. 10 Annual Continuing Education Hours must be completed to renew the certification. The continuing education keeps the individual up to date on the fiduciary rules.