Chad W. Schiel

Chad W. Schiel

Schiel Wealth Management
30448 Rancho Viejo Road, San Juan Capistrano, CA 92675
Comprehensive Wealth Manager
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About 

Chad W. Schiel

"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." -Chad Schiel

Licenses

Registered Investment Advisor (RIA)

Education

Boston University Financial Planning Certification for CFP Duration: 2013 - 2014
Regis University MBA, Finance and Accounting Duration: 2006 - 2009

About 

Schiel Wealth Management

Offering tailored, personalized financial solutions for individual investors and business owners by utilizing goal orientated planning, a diversified conservative investment strategy and uncompromising service.

FIRM SEC/CRD #

7717

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based on financial products you provide to clients?

Yes

Methods of Compensation

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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/