Chad Chubb, CFP<sup>&reg;</sup> - Financial Advisor

Chad Chubb, CFP®

CSLP®

Founder

WealthKeel LLC

615 Channelside Drive, Suite 207
Tampa, FL 33602
FINANCIAL ADVISOR'S WEBSITE
(267) 590-9533 CONNECT WITH Chad
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General

Chad Chubb is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WealthKeel LLC in Tampa, FL and the surrounding communities.

Financial Advisor Overview

Our specialty is financial planning and investment management for you, Gen X & Gen Y physicians and your family. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs. We will help you utilize your wealth to free up time and energy to focus on your family, your practice, and what you love most.

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Financial Advisor Experience

Professional Bio: Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor. He’s passionate about working with physicians and their families to create financial plans that take complex money-issues and simplify them. Chad’s biggest goal is to help his clients free up their time so that they can focus on what matters in life, all while growing their wealth and meeting their goals. The Fun Bio: When he’s not working with clients, Chad loves spending time with his wife, Mari, and two sons, Ryker & Xzander. He’s an avid sports fan - rooting for the Boston Bruins, Boston Red Sox, Indianapolis Colts, and Philadelphia 76ers. Although his sons keep him plenty busy, Chad and Mari still love exploring Philadelphia and trying new restaurants whenever they can.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Student Loan Professional (CSLP)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources