About
Hey there, I'm Chad 👋 … Certified Financial Planner®, Certified Student Loan Professional®, and founder of WealthKeel LLC. Each week, I release videos that teach you about financial planning, tax planning, investing, risk management, asset protection, and all the other aspects of your personal finances.
Financial wellness, work-life balance, and avoiding burnout involve more than just managing finances. The purpose of these videos is to assist you in achieving your financial objectives, while also freeing up your time to concentrate on your family, your profession, and the things you are passionate about.
My advisory firm, WealthKeel LLC, works with physicians (and dentists and vets 😉) like yourself. To learn more, visit us at wealthkeel.com and schedule a time to meet with an advisor.
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WealthKeel LLC, 615 Channelside Drive, Suite 207, Tampa, FL 33602; Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
Hey there, I'm Chad 👋 … Certified Financial Planner®, Certified Student Loan Professional®, and founder of WealthKeel LLC. Each week, I release videos that teach you about financial planning, tax planning, investing, risk management, asset protection, and all the other aspects of your personal finances.
Financial wellness, work-life balance, and avoiding burnout involve more than just managing finances. The purpose of these videos is to assist you in achieving your financial objectives, while also freeing up your time to concentrate on your family, your profession, and the things you are passionate about.
My advisory firm, WealthKeel LLC, works with physicians (and dentists and vets 😉) like yourself. To learn more, visit us at wealthkeel.com and schedule a time to meet with an advisor.
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WealthKeel LLC, 615 Channelside Drive, Suite 207, Tampa, FL 33602; Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.