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

Chad Williamson, CFP®

Wealth Advisor

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324
FINANCIAL ADVISOR'S WEBSITE
(954) 424-1660 CONNECT WITH Chad
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General

Chad Williamson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Tobias Financial Advisors, Inc. in Fort Lauderdale, FL and the surrounding communities.

Financial Advisor Experience

Chad Williamson, CFP® serves as a Wealth Advisor here at Tobias Financial Advisors. He is passionate about helping families and individuals navigate their financial journeys with confidence. Whether planning for retirement, saving for children’s education, or managing a significant financial decision, Chad focuses on delivering tailored guidance that supports clients in reaching their goals. He values building meaningful, long-term relationships and strives to equip his clients with the knowledge and resources they need to make informed choices throughout life’s transitions. Prior to joining Tobias Financial Advisors, Chad spent his career working with high-net-worth individuals within the fee-only Registered Investment Advisor space. He brings in about 10 years of industry experience and thrives on analyzing complex topics to help bring his clients solutions that align with their long-term goals. Originally from Arizona, Chad attended San Diego State University, earning a bachelor’s degree in economics. He furthered his education by completing advanced studies in financial planning and obtaining the CERTIFIED FINANCIAL PLANNER® certification. After several years of experience in San Diego, he relocated to Florida to be closer to family and enjoy the state’s beautiful beaches and outdoor lifestyle. Outside of work, Chad enjoys spending time with his wife and their two dogs, often visiting dog parks and beaches. As an avid golfer, he takes advantage of Florida’s sunny weather to perfect his game on the golf course.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Cross-border Planning, Career Change, Estate Planning, Investment Management, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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