Toll Free: (800) 433-1828, ext. 143
As a Financial Advisor of Kades-Margolis Corporation, Chad specializes in the financial issues that present themselves in today’s economy. Chad started his investment and advisory career with Waddell and Reed. He brought his professional experience to the Kades-Margolis’ team in 2012. Since then his financial services’ practice has focused primarily on tax-sheltered retirement planning. He also is very knowledgeable about the Public School Employees’ Retirement System.
Chad provides counsel, advice and product solution for college saving plans, individual retirement accounts and managed advisory investments, as well as life, disability, and long-term care insurance. Chad is a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer. He also is licensed to offer annuities and life, accident and long-term care insurance.
Chad has a Bachelor of Science Degree in Finance from Penn State Behrend. He also has completed the education portion of the Certified Financial Planner® designation. He plans on adding that to his professional practice in the near future.
Chad resides in Millcreek, Pennsylvania. He is an active member of his community and enjoys playing softball, golf and enjoying the outdoors in his free time.