Chad joined the Pence Wealth Management team in 2004. He serves on the PWM Investment Team with Dryden Pence, and is involved in portfolio oversight, trading and client interface.
Chad is a Registered Administrative Associate with LPL Financial. He received his undergraduate education at California State University Dominguez Hills.
Chad and his lovely wife Carina enjoy camping with their family and friends. He also enjoys fishing and is an avid Seattle Seahawks football fan.
CA Insurance License # 0E68700
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Our team members have spent decades in the industry, providing financial guidance for clients like you.
Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.
With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.
LPL Financial was founded with a vision to help financial advisors establish successful businesses.
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