Chad is a graduate of the College of Saint Rose (Albany, NY). He began his career in the capital of New York, providing financial planning and education to employees of large national and international companies.
As a CERTIFIED FINANCIAL PLANNER™, Accredited Wealth Management Advisor℠ and Chartered Financial Consultant®, he joins Clarify Wealth Management with a drive to assist clients in pursuing their financial goals. Through Chad’s experience, he’s recognized that communication is key. “Having all of the information and answers means nothing, without the ability to communicate the message in a meaningful and understandable way.”
Chad has one older brother and most of his family lives in the northeastern states. He is an avid golfer and enjoys being outdoors, having hiked a few of the high peaks in New York’s Adirondack Mountains. Chad’s other hobbies include just about all sports and touring craft breweries.
Chad BaxterFinancial Advisor
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