CSLP Program - Student Loan Advisor Training
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Advisor Detail

Chad Chubb

Designation: CFP®,CSLP®,Other
Languages: English
Trusted by physicians throughout the US, WealthKeel specializes in helping physicians' financial and family security by providing financial planning and investment management.

Contact Information

615 Channelside Drive, Suite 207
Business Phone:
(267) 590-9533
City: Tampa
State: FL
Zipcode: 33602
Business Name:
WealthKeel LLC

Business Information

WealthKeel specializes in financial planning and investment management exclusively for attending physicians and their families.
Life as an attending is intense—long hours, surging income, partnership decisions, college planning, brutal taxes, and a family that needs you. We make your financial life simple, organized, and adaptable so it serves you rather than stresses you.

Together, we build a clear, custom plan that turns your wealth into real freedom: more family time, smarter practice decisions, and energy for what you love most.

No AUM fees. No commissions. Just transparent flat-fee and capped-fee pricing from a team of CFP® professionals who geek out on tax strategy as much as investments.

Disclaimer:
Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
Focus Areas:
Healthcare, Financial Planning, Personal Tax, Retirement, Investments, Student Loans, Financial Management
License 1:
CFP
License 2:
TPCP
License 1:
FINRA# 5794421 & CFP# 247098
Client Types:
Business Owners, Medical Doctors, Tax Planning
CSLP Issue:
May 6, 2019
CSLP Exp:
May 6, 2027

© 2016-2026 CSLA Institute Board of Standards. All Rights Reserved.

McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

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