Chad is a Partner and Lead Financial Advisor of Financial Symmetry, a leading financial advisory firm in the Triangle of North Carolina. Here he enjoys providing financial planning answers to those approaching retirement as well executives, health and tech professionals working for companies in the Research Triangle Park in the Raleigh-Durham area.

He is the co-host of the Financial Symmetry podcast and a member of NAPFA. In addition to his 17 years of experience, he’s been a contributor to Money Magazine and Nerdwallet and has been quoted and appeared in the Wall Street Journal, CNBC, Bloomberg, Financial Planning Magazine, Triangle Business Journal and the News and Observer.

Chad is passionate about sharing the importance of financial education. Whether it’s speaking at his alma mater, the Cary Senior Center, or volunteering with NAPFA initiatives, he’s seen first hand how the power of financial literacy can change lives.


After growing up in western North Carolina, he graduated from NC State and made his permanent home in the Apex/Holly Springs area. Chad and his wife, Andriena, have two daughters, Presley and Emmie. They are members of Hope Community Church, where Chad serves and teaches with the Stewardship ministry team.

After getting engaged in the NC Mountains and getting married on a NC beach, Chad and his wife have spent more time traveling to new locations. Normally, this includes several trips a year to visit his wife’s family in Arizona. When he and his wife aren’t enjoying queso at local Mexican restaurants, you will likely find him at NC State sporting events or putting together puzzles with his young daughters.


Unique Facts About Chad:

  • Graduate of the FBI Citizen’s Academy
  • Card Carrying Member of the MGA
  • Lifelong Fan of Back to the Future movies
  • Worked 11 different jobs before discovering financial planning
  • Currently in a YGuides tribe with oldest daughter
919-851-8200 ext. 202

Chad Smith Arizona

Want to Know More?

Chad enjoys writing about his own experiences and the most asked questions he hears from clients. Check out some of the more popular ones here:

1. ‘Am I Saving Enough?’ Here’s How to Tell

2. Five Things to Know Before Exercising Your Stock Options

3. What Are You Waiting For?

4. Is Can I Retire Early the Right Question?

5. The Best Advice Your Parents Ever Gave You

6. What I Was Reminded of by Taking My Daughter on a Date