Designations and Licenses

Chad is a CERTIFIED FINANCIAL PLANNER™ professional. He holds accident, health and life insurance licenses in California.

Experience and Education

Chad works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, he worked for Koa Wealth Management. He was responsible for financial planning and worked with clients to ensure their investments could help them achieve their goals. Prior to that, he worked in the financial planning department for a large RIA based in Las Vegas, Nev., helping their 75+ advisors implement their clients’ financial plans.

Chad has a bachelor’s degree in economics from San Diego State University.

Personal Interests

Chad enjoys working out, playing pickleball and exploring new beach towns in San Diego. He is a fan of the Phoenix Suns and Arizona Cardinals.