Chad Akselrad, Crpc® Email & Phone Number

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.

Listed skills include Customer Service, Sales, Retirement, Fixed Annuities, and 32 others.