Chad Suntay, CFP®, ChFC®, RICP®
Private Wealth Advisor
While a Certified Financial Planner® professional, I also hold both Chartered Financial Consultant® and Retirement Income Certified Professional® designations from the American College of Financial Services. In addition to earning my bachelor's degree from San Francisco State University, I've acquired over 20+ years of experience in financial planning, estate planning, tax planning, and investment advice.
Licenses held: CA Insurance Lic. #0D32134 (from the California Department of Insurance Life and Health License), FINRA Series 7 General Securities Representative, Series 6 Investment Company/Variable Contracts Products Limited Representative, Series 63 Uniform Securities Agent State Law, and Series 65 Uniform Investment Adviser Law Securities License.
Conducting seminars and workshops throughout the Bay Area, I've had the pleasure to heighten awareness and provide financial planning education to both private & public companies. Within my career, I've helped many families, small business owners, and professionals alike, by developing comprehensive plans that consist of Insurance, Retirement and Tax Planning.
My life outside of finance: I enjoy spending time with family, music & movies, traveling, reading, tinkering with cars, the outdoors and recently, learning to golf.