Chad Chatham

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 Linda 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. One of his favorite achievements was running The Boston Marathon.

_{*As reported by Financial Planning magazine, 1996–2023, based on total revenue.}