Advisor at Life Strategy Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Life Strategy Partners
Location
Tucson, AZ 85718
Credentials
CFP®, RICP®
Industry experience
5 years
Chad is a dedicated and passionate wealth manager committed to delivering independent and personalized advice to his clients. As a CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, Registered Social Security Analyst®, and an Accredited Estate Planner®, he possesses the necessary skills, knowledge, and credentials to assist clients in navigating the intricate and constantly evolving retirement landscape.
Chad specializes in tailoring retirement plans for clients approaching retirement or retired. He excels at designing tax-smart distribution plans, optimizing social security claiming, and seamlessly integrating proactive tax planning strategies into their clients' "Retirement" Life Plans.
Based on Life Strategy Partners
0.20% to 1.00%
300
6340 N. Campbell Ave., Suite 270
Tucson, AZ 85718
Arizona · Texas
Life Strategy Partners Inc.
2024 - Present (2 years)
YRB Educational
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
LPL Financial
2023 - 2024 (1 year)
Life Strategy Partners Inc.
2022 - 2023 (1 year)
Fidelity Investments
2022 - 2022 (1 year)
Life Strategy Partners Inc.
2020 - 2022 (2 years)
You Advise We Plan
2019 - 2022 (3 years)
TCI Wealth Advisors, Inc.
2018 - 2019 (1 year)
CAVU Wealth Advisors
2017 - 2018 (1 year)
Charles Schwab
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Tucson, AZ
GuideSource Capital Management, LLC
Series 63, Series 65
Tucson, AZ
Hobbs Advisory Services
CFP®
Tucson, AZ
Beckett Collective
CFP®
Tucson, AZ
Forthright Finances LLC
Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.
Series 65
Tucson, AZ
Agave Wealth Advisors
Series 65
Oro Valley, AZ
D Squared Capital Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")