Chad R. McPherson, CFP®, CLU®
Duke Basketball Enthusiast, Golfer, Family Guy
Payne Wealth Partners
601 N Cross Pointe Blvd.
Reading consumes the majority of Chad’s free time. “Early in my career, I read Think and Grow Rich by Napoleon Hill. Immediately, I stopped thinking about money like most and began looking at money in my own terms.” For Chad, this meant finding a firm that helped him serve clients without having to sell.
Being a financial planner at heart, Chad desired to be incentivized to do unbiased planning. “Growing up, I heard messages like money is just a tool; it doesn’t define who you are. Your character defines who you are. Financial planning is a great way for me to use my knowledge about ‘money’ to help families understand what their wealth means outside of investing.”
Prior to joining Payne Wealth Partners, Chad spent almost two years working as a life insurance agent. He currently holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Charter Life Underwriter® (CLU®) designations.