Our specialty is financial planning and investment management for you, Gen X & Gen Y physicians and your family. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs. We will help you utilize your wealth to free up time and energy to focus on your family, your practice, and what you love most.
Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and fiduciary for physicians, dentists, and their families across the United States. He has been quoted by Medical Economics, American Medical Association, and CNBC for his work with medical professionals. He founded WealthKeel LLC to simplify and organize the financial lives of medical professionals by custom-crafting financial plans centered around their goals and values. WealthKeel crafts simple, actionable financial plans for busy doctors and dentists, like you, who feel overwhelmed by the increasing complexity of the decisions you have to make with your money so you can free up time and energy to focus on your family, your work, and what you love most. WealthKeel is recognized by The White Coat Investor as one of a few select firms labeled as “a good financial advisor at a fair price,” for their flat-fee subscription model and also their capped fee structure. They are a recommended firm from both The White Coat Investor and Physician on FIRE
Business name: WealthKeel LLC
Business phone: +12675909533
Focus areas: Financial Planning & Investment Management for Gen X & Gen Y Physicians
License: FINRA# 5794421 & CFP# 247098
Other license: Financial Planning & Investment Management for Gen X & Gen Y Physicians