About Chad
I have seen some of the best and worst that this world can throw, and it’s for this reason that I am so passionate about helping others. My personal story includes beating lung cancer, fighting terrorism in Iraq, starting a small business, and earning my MBA, all before the age of 30. These life experiences, my education and leadership skills bring a confident approach and warmhearted understanding to personal client advising not commonly found in other financial advisors.
Areas of focus
Credentials & background
Education
Regis University
Clients served
IndividualsBusiness Owners
Regulatory
- Firm CRD #7717
The firm
Schiel Wealth Management
Offering tailored, personalized financial solutions for individual investors and business owners by utilizing goal-oriented planning, a diversified conservative investment strategy and uncompromising service.
30448 Rancho Viejo Road, San Juan Capistrano, CA 92675$51M assets under management