Having started his career in the financial services industry in 2007 at a large Variable Annuity Company, Chad learned a great deal about both the retail, as well as the wholesaling side of the securities business. During his time there, Chad soon realized he wanted to be on the retail side, working face to face with clients and building strong relationships while helping clients to plan for their futures. In 2009 Chad was instrumental in opening a satellite office for the largest regional firm on the West Coast in Santa Barbara, California as the Operations Manager. Before long, he transitioned into a sales role and it was there that he found his niche.
Chad joined DSI Wealth Management in 2011 holding his FINRA series 6, 63, 65 and 7 securities registrations, as well as a Life Insurance License. He is a personal Financial Advisor working with individuals and families to help them realize their long and short term financial goals. Chad completed his college education at the University of Colorado, Boulder, while majoring in Economics with a Business emphasis.
Chad’s message to clients:
“The greatest satisfaction I get from my job is sitting with clients and learning their greatest fears and financial goals, and then implementing a plan that will help them know we have done the very best we can to help protect them, while helping them strive towards achieving those goals.”
DSI Financial Group
West Covina Branch
1000 Lakes Drive, Suite 420
West Covina, CA 91790
(626) 919-3456 | (800) 365-7749 | Fax (626) 919-6127