Chad Seigler, CFP®
President & Financial Advisor
Chad began his advisory career in 2005 after starting in investment banking. He graduated magna cum laude from Clemson University with a B.S. in Finance. He holds the CFP® designation, and his Series 7, 63, & 65 licenses.
Chad specializes in serving individuals and small businesses with comprehensive financial planning services, including investment management, insurance, retirement planning, and college funding.
Chad resides in Lake Wylie with his wife, Tiffany, and children, Calvin & Sloan. He remains active in Charlotte and York County, SC. He and his family are members of Christ Lutheran Church in Charlotte. Chad enjoys spending time with family & friends, attending Clemson games, and watching live music. He also enjoys coaching youth sports and volunteering for financial literacy events for youth.
Chad is a former NFLPA Registered Player Financial Advisor. Chad also has a passion for helping and working with professional athletes. The issues they face in their financial plans can be much more demanding and challenging based on the longevity of their careers. You can learn more about this program and financial planning for professional athletes by following the link below.