CoverProfile

Chad Leatherwood

Wealth Advisor

Summit Wealth Partners LLC

United States, Florida, Orlando

About Me

Chad Leatherwood, CFP® is an independent wealth advisor with over 20 of years of experience. He works with a select group of families and business owners throughout Southwest Florida. Chad focuses on helping retirees and those preparing to retire manage their resources, protect their wealth and maintain their lifestyle. As a CERTIFIED FINANCIAL PLANNERTM professional, Chad Leatherwood has met the rigorous requirements necessary to hold this prestigious certification, representing a high level of competency, ethics, and professionalism. Attainment included completing an approved, college level, comprehensive course of study and passing the challenging CFP® Certification Exam. With extensive e
View more

Profile Information

Wealth Advisor

Summit Wealth Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Orlando

Florida

United States

May 15, 2024

More profiles to browse

Profile Photo
Jeffrey Janson
Senior Wealth Advisor
SH
Shari Hooper
Senior Wealth Advisor
AD
Andrew Dickens
Director of Pension Services, Wealth Advisor, ERISA Consultant and Investment Advisor
Profile Photo
Kristiana Daniels
Wealth Advisor

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services