Chad Fitzloff, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • College Savings

About Chad

Before becoming a financial advisor with Edward Jones, I thought I'd follow in my parent's footsteps educating college students. Instead, I'm educating investors.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care about the most, I will work with you to develop specific strategies to help you achieve what's important to you. I will also help monitor your progress to help you stay on track to achieve your financial goals. Throughout it all, my branch office administrator, Lisa Lipin, and I are dedicated to providing...

Work History

  • Edward JonesApril 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Kansas State UniversityMaster of Arts
  • Univ of IL-Champaign/UrbanaBachelor of Arts

Personal Interests

  • Traveling
  • Gardening
  • Hiking
  • Fishing
  • Art & Theater

Team Members

  • Lisa Lipin
    Sr. Branch Office Administrator

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