Chad Chatham

Chad Chatham

Partner

Chad Chatham came to the financial services industry with a business owner background. Chad has been helping clients manage their wealth since 1993. He started with Northwestern Mutual and built a wealth management practice focused on investment management, insurance planning and financial planning. In 2018, Chad moved his practice to the largest independent broker dealer in the U.S., LPL Financial.*

Chad lives in Orange County, California with his wife and their two Pugs: Cody and Brody. They have 7 children, 6 sons and 1 daughter. Chad has raced in 52 marathons, 3 ultra marathons, and several triathlons over the years. Total races that he has participated in is well over 100. One of his favorite races was The Boston Marathon. 

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*As reported by Financial Planning magazine, 1996-2025, based on total revenue.