Chad Chubb
Designation: CFP®, CSLP®, Other
Languages: English
Our specialty is financial planning and investment management for Gen X & Gen Y physicians. Trusted by physicians throughout the US, WealthKeel specializes in helping physicians’ financial and family security by providing financial planning and investment management.
Business Information
Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and fiduciary for physicians and their families across the United States. He has been quoted by Medical Economics, American Medical Association, and CNBC for his work with doctors. He founded WealthKeel LLC to simplify and organize the financial lives of physicians by custom-crafting financial plans centered around their goals and values.
WealthKeel has been recognized by Investopedia as a Top 100 Financial Advisor in the Country in both 2022 and 2021. The White Coat Investor and Physician on FIRE both list WealthKeel as a Top 10 planning firm in the US for physicians. Chad was also listed as a Top 40 Under 40 Advisor by InvestmentNews in 2020, and one of the Top 10 Young Advisors to Watch in the Country in 2021 by Financial Advisor Magazine.
Business name: WealthKeel LLC
Email: chadchubb@wealthkeel.com
Business phone: 267-590-9533
Focus areas: Student loans, Comprehensive financial planning, Budget & debt management, Investment management, Estate planning, Business related (partnerships, etc), Retirement planning, Insurance, Personal Taxes
License: FINRA# 5794421 & CFP# 247098
Other License: Unavailable
Disclaimer
Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
- Tel.: 855-826-2752
- Fax: 855-826-2752
- CSLA Board of Standards 7920 Preston Rd, Suite 200 Plano, TX 75024
