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Chadd Peachey,注册会计师®, AIF®, AFC®
高级副 & 理财规划师
Chadd Peachey从Vanguard加入DecisionPoint,在那里他曾担任高净值财务顾问. We recognize Chadd as a skilled financial planner and a genuinely good and caring human being. He plays an important role in building and presenting financial plans to clients.
Chadd第一次开始理财规划是在大学里,他志愿担任财务顾问,并指导学生和社区的人们. He earned his Bachelor's in Personal 财务规划 from Utah Valley University (UVU), 全国顶尖的CFP®董事会注册课程之一, 以优异成绩毕业. 毕业后, Chadd获得了著名的Michael Kitces奖,该奖项颁发给一位对行业充满热情并愿意帮助他人的大学毕业生. Chadd是注册财务规划师(CFP®), Accredited Investment Fiduciary (AIF®) and an Accredited Financial Counselor (AFC®). He is passionate about building strong relationships with clients and offering them sound, fiduciary, 财务建议.
Chadd and his wife Haley have three young boys which keep them very busy in their spare time. They enjoy many activities outside of work including exploring the outdoors, 水肺潜水, boating, hiking, 和男孩子们一起做运动, 和游泳. They also enjoy being with friends and family and traveling to visit them in Arizona, Utah, 和加州. You will discover that Chadd enjoys talking about good food and places to eat.