Chad began his financial services career in 1997, soon after graduating from Texas State with a finance degree. For most of his career, he has worked with large brokerage firms, most recently with UBS Financial Services, where he was Sr. Vice President of Wealth Management. In 2021, after considering what was best for his clients, he decided to launch Seapoint Wealth Advisors, which offers independent financial services.
Chad works with high-net-worth families and small businesses on wealth creation and preservation strategies. In his 20 + years of experience, his investment process has helped guide his clients through some incredibly challenging market cycles. His job is to convey predictability to the things we can control. We cannot control the markets, but we can control how we plan. Personal attention, open communication, and quality service stand as the fundamentals of his service commitment, a commitment outlined at the beginning of every relationship. This dedication and experience helped him to be voted a 5-star Wealth Manager by San Diego Magazine for five years, including 2021*. Chad earned his CERTIFIED FINANCIAL PLANNER™ designation in 2006. He earned his Personalized Financial Planning degree from San Diego State University in 2005 and his BBA specializing in Finance from Texas State University in 1997.
When he is not working and spending time with his clients, he enjoys spending time with his family – his wife Elizabeth, daughters Alexa and Emily, and sons Colton and Austin. Chad is an avid golfer and enjoys spending time outdoors. The kids keep he and Elizabeth busy with their youth sports, and they get great enjoyment watching them play. Also, Chad is a strong advocate for the Helen Woodward Animal Center, Susan G Komen Foundation, Rady Children's Hospital, and The Navy Seal Foundation.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2011, 2012, 2019, 2020, 2021 Five Star Wealth Managers.