Chad Akselrad, Crpc®

Chad Akselrad, Crpc® Email and Phone Number

Financial Planner @ GWH Advisors & Accountants
Chad Akselrad, Crpc®'s Location
Newtown, Pennsylvania, United States, United States
Chad Akselrad, Crpc®'s Contact Details
About Chad Akselrad, Crpc®

I have been a financial professional since 2006. I have a philosophy of helping clients safely accumulate and distribute their wealth while protecting what matters most. I attended Penn State University and received my bachelor’s degree in Corporate Communication. After a career in banking, I became an Insurance Specialist with New York Life and then to Merrill Lynch Private Banking and Investment Group.I have been an advisor at HSBC and Wells Fargo for premier and private bank. Although I enjoyed the positions in the corporate world, I observed that the traditional industry model for retirement planning fell short and was incomplete. I'm now part GWH Wealth Advisors, LLP, feeling a renewed drive and ambition to focus on financial planning and forward tax planning strategies. I currently hold my Chartered Retirement Planning Counselor Designation and plan to continue my education further in this industry.Things I enjoy to do in my spare time is work part time as Mobile DJ and Event Manager. I like to go out and try new restaurants, go to concerts and spend time with my friends and family.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and GWH Advisors & Accountants are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IN, KS, MA, MD, MO, NC, NJ, NY, OR, PA, SC, SD, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.Cambridge’s Form CRS (Customer Relationship SummaryThe information being provided is strictly as a courtesy. When you link to any of these websites provided herein, GWH Advisors & Accountants makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Chad Akselrad, Crpc®'s Current Company Details
GWH Advisors & Accountants

Gwh Advisors & Accountants

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Financial Planner
Chad Akselrad, Crpc® Work Experience Details
  • Gwh Advisors & Accountants
    Senior Relationship Advisor
    Gwh Advisors & Accountants Oct 2023 - Present
    Newtown, Pennsylvania, Us
    Financial planner and relationship manager for high-net-worth individuals and business owners focusing on investment and tax planning strategies.
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  • Charles Schwab
    Senior Financial Consultant
    Charles Schwab Oct 2022 - Apr 2023
    Westlake, Texas, Us
    Investment advisor for clients $1M+
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  • Thrive Capital Management, Llc
    Financial Planner/Relationship Advisor
    Thrive Capital Management, Llc May 2021 - Oct 2022
    Fort Washington, Pennsylvania, Us
    Retirement Planning leader for pre-retirees and retirees. I provide education awareness and leadership with my clients which enables them to feel empowered to make rational and prudent decisions for their financial well-being.
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  • Wells Fargo Advisors
    Private Banking Advisor
    Wells Fargo Advisors Oct 2019 - Feb 2021
    St. Louis, Missouri, Us
    Managed the development and ongoing growth of book of business comprised of affluent personal and business clients with up to $10M in assets. Collaborating with different lines of business including wealth management, investments, mortgage and business banking to help clients achieve financial goals.
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  • Hsbc
    Vice President Premier Wealth Advisor
    Hsbc Mar 2018 - Aug 2019
    London, Gb
    Wealth Management Advisor for high-net-worth individuals and affluent professionals focusing accumulation and distribution strategies from US and Global perspective.
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  • Merrill Lynch
    Life Insurance Specialist
    Merrill Lynch Dec 2016 - Mar 2018
    New York, Ny, Us
    UHNW Sales support for Wealth Management Insurance Specialists. We worked with Private Banking and Investment Group Advisors (Client Net Worth of $10 million+).
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  • Pnc
    Private Client Group Relationship Manager
    Pnc May 2016 - Dec 2016
    Pittsburgh, Pennsylvania, Us
    Central point of contact for high-net-worth clients and business owners. Collaborating with different lines of business including wealth management, investments, mortgage and business banking to help clients achieve financial goals.
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  • New York Life Insurance Company
    Senior Financial Professional
    New York Life Insurance Company Jan 2013 - Apr 2016
    New York, New York, Us
    Managed my own investment practice specializing in protection, accumulation and distribution strategies.
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  • Banking And Finance Industry
    Banking Professional
    Banking And Finance Industry Jan 2006 - Feb 2012
    Singapore, Singapore, Sg
    Held multiple customer service and sales positions at various organizations. I took it upon myself to enter into the financial advisory industry in February 2012.
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Chad Akselrad, Crpc® Skills

Customer Service Sales Retirement Fixed Annuities Microsoft Office Training Time Management Life Insurance Retirement Planning Investments Public Speaking Estate Planning Small Business Customer Retention 401k Rollovers Licensed Life Insurance Agent Asset Protection Communication Annuity Sales Succession Planning Wealth Preservation Planning Multi Tasking Skills Asset Allocation Leadership Marketing Mutual Funds Leadership Development Risk Management Management Relationship Building Client Contact Market Structure Securities Market Wealth Management Voluntary Employee Benefits Long Term Care Insurance

Chad Akselrad, Crpc® Education Details

  • Penn State Abington
    Penn State Abington
    Business
  • College For Financial Planning
    College For Financial Planning
    Financial Planning And Services

Frequently Asked Questions about Chad Akselrad, Crpc®

What company does Chad Akselrad, Crpc® work for?

Chad Akselrad, Crpc® works for Gwh Advisors & Accountants

What is Chad Akselrad, Crpc®'s role at the current company?

Chad Akselrad, Crpc®'s current role is Financial Planner.

What is Chad Akselrad, Crpc®'s email address?

Chad Akselrad, Crpc®'s email address is ch****@****ent.com

What schools did Chad Akselrad, Crpc® attend?

Chad Akselrad, Crpc® attended Penn State Abington, College For Financial Planning.

What are some of Chad Akselrad, Crpc®'s interests?

Chad Akselrad, Crpc® has interest in American Ninja Warrior, Family, Football, Children, Disc Jockey, Traveling, Civil Rights And Social Action, Golfing, Bicycling, Health.

What skills is Chad Akselrad, Crpc® known for?

Chad Akselrad, Crpc® has skills like Customer Service, Sales, Retirement, Fixed Annuities, Microsoft Office, Training, Time Management, Life Insurance, Retirement Planning, Investments, Public Speaking, Estate Planning.

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