Chad Chubb, CFP<sup>&reg;</sup> - Financial Advisor

Chad Chubb, CFP®

CSLP®

Founder

WealthKeel LLC

615 Channelside Drive, Suite 207
Tampa, FL 33602
FINANCIAL ADVISOR'S WEBSITE
(267) 590-9533 CONNECT WITH Chad
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General

Chad Chubb is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WealthKeel LLC in Tampa, FL and the surrounding communities.

Financial Advisor Overview

Our specialty is financial planning and investment management for physicians and their family. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs. We will help you utilize your wealth to free up time and energy to focus on your family, your practice, and what you love most.

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Financial Advisor Experience

Chad started developing the foundation of WealthKeel right out of college. At that time, he was just Chad Chubb, your normal financial advisor, but he noticed a huge demand and need for a flat-fee model for the physician community. Then, in 2015, he officially launched WealthKeel LLC, a team of award-winning CFP® Professionals who specialize in helping physicians. WealthKeel helps our physicians reduce taxes, invest smarter, and plan for their ideal future. Since starting WealthKeel, Chad has been recognized as “Top 40 Under 40 advisor in the US” (2020) by Investment News, “Top 10 Young Advisors to Watch in the Country” by Financial Advisor Magazine (2021), “Top 100 Independent Financial Advisor in 2021 & 2022” by Investopedia, and a “Top 10 Financial Advisor” by The White Coat Investor for multiple years in a row. Chad hosts a popular YouTube channel that provides financial planning tips and strategies for physicians. He is also the co-host of the Physician Cents podcast and frequently speaks at hospitals and medical organizations across the country on different financial topics. When he is not crafting a financial plan, you can find him with his wife (his high school sweetheart), taking their three wild and loving boys on their next travel adventure or foodie stop. Otherwise, he is up and at 'em early for a good workout/run or trying to sneak in a quick golf round.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Student Loan Professional (CSLP)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources