Chad is a graduate of the College of Saint Rose (Albany, NY). His career began in New York’s capital region, providing financial planning and education to employees of large national and international companies. As a Certified Financial Planner, Accredited Wealth Management Advisor, and Chartered Financial Consultant, he joined Clarify Wealth Management in 2018 with a drive to assist clients in pursuing their financial goals. Through Chad’s experience, he recognizes that communication is key. Through creating financial plans, he aims to breakdown complex financial situations into simple actionable steps that are easy to understand.