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

Chad Leatherwood, CFP®

Wealth Advisor

Summit Wealth Partners LLC

15050 Elderberry Lane, Suite 6-1
Fort Myers, FL 33907
FINANCIAL ADVISOR'S WEBSITE
12393629077

General

Chad Leatherwood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Wealth Partners LLC in Fort Myers, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: FL, NJ
  • Health/disability insurance: FL, NJ
  • Fixed annuities: FL, NJ

Broker-Dealer Disclaimer

Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through Signature Financial Strategies, LLC., a separate entity not affiliated with SWP.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth

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