For Chad Hayes, financial advising isn’t just about numbers, it’s about people. His relationship-first approach focuses on building trust, understanding each client’s bigger picture, and offering creative planning ideas to help them move forward with clarity and confidence.
Based in Phoenix, Chad primarily works with medical professionals, entrepreneurs, and independent earners to create personalized strategies that help them grow and protect their wealth while staying aligned with their goals and values.
A graduate of Arizona State University, Chad earned his degree in Computer Information Systems before pursuing his career in financial services. He holds his Series 7 and Series 66 registrations, along with his Life, Accident, and Health Insurance license.
Outside of work, Chad stays active playing sports, spending time with friends and family, and continuing to grow both personally and professionally. Chad also thinks it is important to give back to the community around him and volunteers his time with the Special Olympics Arizona as well as Feed My Starving Children.