Chad Kingi, Financial Advisor

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Savings Strategies

About Chad

As a NCAA Division 1 volleyball player, I learned the importance of being a teammate that others could count on — a valuable life experience that informs how I work with my clients today. From our very first meeting, I consider myself your teammate: someone you can count on to be by your side throughout your life helping you reach your financial goals.

Our partnership begins with me spending a lot of time getting to know you. We look at all aspects of your life. I not only want to know your goals and aspirations but why they are important to...

Education

  • University of CA-Santa BarbaraBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Sports Enthusiast
  • Volleyball
  • Golfing

Team Members

  • Patty Peden
    Sr. Branch Office Administrator

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