Chad joined CAVU Wealth Advisors in 2017 as an Associate Advisor.
Chad began his career in finance in 2012 at Vanguard where he assisted individuals with retirement planning. During his time there he worked in several departments including the 529 team where he helped implement investment strategies.
In 2013 Chad moved to Charles Schwab to work in their 401(k) department. During his tenure at Schwab he became a specialist in Nonqualified Deferred Compensation, Defined Contribution, Defined Benefit, KEOGH, and 401(k) plans.
Chad currently lives in Oakland, CA and belongs to the Financial Planning Association. He's also a committee member for the FPA NexGen of San Francisco, and student member of the National Association of Personal Financial Advisors. In his spare time Chad likes to hike, golf, and currently learning how to kiteboard.