Chad J. Karl, CFP, is the founder and principal of Chad J. Karl & Associates. As a CERTIFIED FINANCIAL PLANNER professional, Chad is responsible for assisting his clients with their insurance and financial planning needs, and also serves as a liaison between individuals and referrals provided by the firm. As the leader of his independent wealth management office, Chad believes strongly in the importance of building long-term relationships with each person and family he serves.
Chad has worked in the financial services industry for 26 years, and served as a Hospital Corpsman in the Navy Reserves prior to establishing his own planning firm. After graduating with a bachelor’s degree in Finance and Economics with an emphasis on insurance, Chad continued his professional education and became a CFP professional. Currently, Chad holds his Series 6, 24, 52, 62, 63, and 65 securities licenses.
Chad’s father is a decorated double Purple Heart and Bronze Star Vietnam Veteran, who taught him that real heroes don’t wear capes, they wear dog tags. Chad is passionate about helping veterans, and provides pro-bono financial planning to former service men and women of the United States Armed Forces.
Outside of the office, Chad enjoys experiencing life with his wife, Kim. Together, they volunteer at their local church, and spend time traveling, boating, fishing, and golfing.