
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
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
Jason Print
Senior Wealth Advisor, CFP®, President and Co-CEO
Kristiana Daniels
Wealth Advisor
Andy Baker
Wealth Advisor, Registered Investment Advisor, Certified Financial Planner
Ryan Gavin
Portfolio Manager
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST