Advisor Details

Financial Advisor in San Juan Capistrano, CA with 13 Year(s) of Experience

Professional Designations

Registered Investment Advisor (RIA)

Firm SEC/CRD #

7717

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Education

Regis University
MBA, Finance and Accounting
Duration: 2006 - 2009

Boston University
Financial Planning Certification for CFP
Duration: 2013 - 2014

License(s)

Series 7, Series 66

Advisor SEC/CRD #

5706184

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

Yes

Methods of Compensation

Fee-Based

Specialties

Preferred Client Type

Articles & Blogs



The ABC's of Tax Loss Harvesting



The Top Three Reasons Why a Small Business Owner S



Nine Meals from Anarchy: A case study and guide to

Personal Blog

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Affinity Groups

Kids Around the World, Community Outreach Alliance, Exchange Club of San Clemente, and the Marine Corps League

Activities/Hobbies

Fishing, Hiking, Camping, Coaching, Volunteering

Military Veteran



Marine Corps

Volunteer Experience

Chad is an avid fly fisherman and enjoys volunteering with Community Outreach Alliance, and other youth organizations where he can share his passion for the outdoors with others. He is also an active member of the Exchange Club of San Clemente and the Marine Corps League, two of Orange County's finest philanthropic community non-profits. In 2017 he was awarded the "California Unsung Heroes Award" from the California Senate for his volunteer work with military families, Veterans, and combating homelessness and hunger.

Accomplishments

Chad is a dedicated Comprehensive Wealth Manager and enjoys providing individualized attention to each client. Prior to becoming an advisor in 2009, he served five honorable years as a Marine Intelligence Analyst stationed at Camp Pendleton and completed one combat tour of duty to Iraq in 2003. A lung cancer survivor, he brings with him a warmhearted understanding in additional to his confident approach in service to his clients. His personal approach to working with investors has earned him the prestigious Five Star Wealth Managers Award five consecutive years.

Honors/Awards

1. California Unsung Heroes Award, California Senate, 2017

2. Five Star Wealth Manager Award, 2016, '17, '18, '19 and 2020

Publications Featured In

Other

Disclaimer

Chad Schiel is a Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Office of Supervisory Jurisdiction: 9911 Irvine Center Drive, Suite 100, Irvine, CA 92618-4329. Independent Financial Group and Schiel Wealth Management are not affiliated entities. California Insurance License #0G82354. Licensed to sell securities in the following states: AZ, CA, CO, MT, OR, SC, UT, VA. Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/

A day without laughter is a day wasted.

Reviews

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Lauren Stavros

I just started working with Chad at Schiel Wealth Management this last year, and as a brand new investor have been pleased with the education and understanding that Chad has provided me. I appreciated him taking time to explain what otherwise might be standard knowledge for experienced investors. For example, Chad helped me understand that we can actually get paid two different ways from the same investment. He helped me understand my investment objectives and why a calculated approach after first establishing a realistic goal was best suited for me rather than just buying random investments. He was also able to “put color” as he says to my financial future, by showing me that my retirement goals are actually well within reach. Finally I like his straightforward Marine Veteran leadership style and the fact that he has helped and been an active part of the community. I’d recommend Chad to anyone looking for a straightforward, highly educated and experienced financial advisor.

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L. Miller

Chad is one of the most giving and professional people that I know. He has been a key business person in San Clemente, and has done wonderful things though numerous local charities to help our Active Duty Marines, Veterans, as well as families and children in need. He is the personal Financial Planner to several within our Non-Profit, and I have heard nothing but good things. His leadership and knowledge about the economy and the investment markets is incredible and very useful for those seeking help with their investment portfolios.

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Linda C

I have been with Schiel Wealth Management for about 4 years. I first met with Chad, and was very impressed with the meeting-I made the transfer of my account and have been so happy. I have never had anyone that has managed my accounts and communicate like Chad has in the last 4 years. I always listen to what he feels is the best way to navigate the account, and he explains it so I can understand. I have given his name to my friends and will keep doing so with anyone that asks me who I know that is the right person to handle the most important thing in our life which is information to plan for our future -in all ages of our life!