Chad Weinhold
Chad began working in the financial services industry helping people with mortgages and home financing in 1999. From there he moved to personal and private banking, including life insurance and final expense planning. Eventually his experience led to the world of investments. During that time he obtained specialty certifications and was able to complete his Chartered Retirement Planning Consultant (CRPC) in 2010 and Chartered Financial Consultant® (ChFC®) in 2014.
With his experience and expertise, Chad works to provide not only the education needed for clients working towards financial goals, but also the strategies to implement them and get clients on the path to reach their goals and beyond. Chad’s passion comes from educating clients on their options and available solutions for their specific circumstances. Since each clients’ experience, knowledge and understanding is unique, he believes it is essential to take the time to get to know what is important to them before making a recommendation and proposing next steps.
Chad and his wife, Dr. Gail Weinhold, have been married for over 28 years and have three grown children and four grandchildren. When he’s not working, Chad enjoys spending time with his family (and spoiling the grandkids), camping, exploring the outdoors, working in his woodshop and playing the occasional round of golf.
