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Chad Chubb

CFP®, FPA
WealthKeel LLC
Philadelphia, PA
True Financial Planning, Custom-Crafted for You.
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Meet Chad

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Introduction - Chad Chubb
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WealthKeel Services - Chad Chubb
Video Transcripts

I custom-craft financial plans for families and individuals of young professionals, entrepreneurs/business owners and medical professionals. Of course we work with others outside of these parameters; however, our skill set is best utilized within those niches.

Let’s be honest. There is an outdated and unethical financial advising model full of Wall Street clones, hidden fees and technical jargon still infecting today’s world. This is the only profession in the world…

I custom-craft financial plans for families and individuals of young professionals, entrepreneurs/business owners and medical professionals. Of course we work with others outside of these parameters; however, our skill set is best utilized within those niches.

Let’s be honest. There is an outdated and unethical financial advising model full of Wall Street clones, hidden fees and technical jargon still infecting today’s world. This is the only profession in the world where you can use any title you want on your business card. Hence, you have many men and women classifying themselves as “financial advisors” or “financial planners.” But, in reality, they are glorified salespeople.

While I have had many great mentors along my journey thus far, I felt that something was missing and that the world of financial planning needed to be reformed. Enter, WealthKeel! I founded WealthKeel because I know the power of true financial planning, and I was passionate to help others. At WealthKeel, we do true financial planning that is built around numerous aspects of your life, and we will be there every step of the way. We will build your original blueprints, navigate the waters with you, and be there for your numerous course corrections (aka life happens) along the way. We are great at what we do (humblebrag), and we custom-craft financial plans every day and are already working with many individuals and families. Relax and take a deep breathe. If you’re ready to set sail, we are ready to have you aboard!

I love what I do every day, but we still need to have fun! Outside of the office, I am an avid sports fan; Boston Bruins, Boston Red Sox, Indianapolis Colts & LA Lakers! I am a fitness practitioner (emphasis on practice). My wife and I are huge foodies and that is one of the main reasons why we love Philly (plus all the BYOBs). We have one “furry” son, Bruin (yes, named after the Boston Bruins).

I can be reached at 717-443-1759, or via email at chadchubb@wealthkeel.com.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Lgbt services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Fee & Commission
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
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