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Chad Fletcher, CFP®, ChFC®, RICP®

Wealth Manager
Chad serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Chad practices in the areas of retirement planning, investment management, tax planning, estate planning, risk management, and charitable planning. Chad’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals. Chad brings more than 20 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Chad was a Senior Financial Planner at an independent investment firm where he served high net worth individuals and families. Chad was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals. Chad earned a Bachelor of Science degree from University of Idaho. In addition, Chad is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. He is also a Chartered Financial Consultant® and a Retirement Income Certified Professional®, both as designated by The American College of Financial Services®. Chad and his wife, Summer, have two children, Ian and Abigail. Chad enjoys fitness, pickleball, golf, travel and most importantly pursuing his faith.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021