Chad Whitzel (AFC, CFP®)
Chad Whitzel focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- LGBT Couples and Families
- Millennials
- Novice Investors
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- LGBT Couples and Families
- Millennials
- Novice Investors
Planning Specialties
As an advisor, Chad actively engages in the entire financial planning process, collaborating closely with lead advisors to ensure optimal client service. His responsibilities include client planning, participating in update meetings, and addressing ongoing service needs. A unique quality that sets Chad apart is his innate passion for learning. This quality fuels his personal growth and positions him as a valuable resource, enabling him to grasp diverse planning styles and provide insightful contributions to his team.
Additional Information
Chad earned his CERTIFIED FINANCIAL PLANNER™ designation and became an Accredited Financial Counselor® in 2023, cementing his commitment to maintaining the highest standards of expertise and ethical conduct. His academic prowess includes a Master of Family and Consumer Sciences with a specialization in family financial planning and financial counseling from Iowa State University. Furthermore, he earned a Bachelor of Arts in Business Administration with concentrations in accounting and finance from Bridgewater College .
Beyond his professional achievements, Chad actively contributes to the financial planning community. He serves on the AFCPE® Government Relations Task Force, showcasing his dedication to advancing the industry.
Looking ahead, Chad envisions a future where he continues to grow his expertise in tax planning, education planning, and financial counseling. His career aspirations include teaching aspiring financial planners in a higher education setting, contributing to local financial education non-profit organizations, and improving consumer advocacy policy and financial empowerment. Chad’s profound appreciation for learning reflects his belief that education is a powerful tool for understanding diverse perspectives, connecting with people, and fostering fundamental human connections.
In his free time, Chad enjoys immersing himself in new activities. Whether through travel, appreciating diverse cuisine, or his never-ending curiosity, Chad is passionate about learning something new about the world at every chance.
NAPFA Start Date
February 28, 2024
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.