Chad’s spent the last 17 years helping clients build their wealth, so they can spend more time enjoying it. He counts it a privilege to dive deep with clients, and is passionate about putting his client’s interests first at all times.

He is the co-host of the Financial Symmetry podcast and his writing has been featured in several national publications including Money Magazine and Nerdwallet. He has been quoted and appeared in the Wall Street Journal, CNBC, Bloomberg, Financial Planning Magazine and the News and Observer.

After growing up in western North Carolina, he graduated from NC State and made his permanent home in Raleigh. 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.

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 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
  • Sucker for any Back to the Future/Star Wars movie
  • Can’t decide which he enjoys growing more: Blueberries, Tomatoes or Jalapeno peppers
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 My Dad Ever Gave Me

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