Chad Broberg, BFA™, CASL®, CFP®, ChFC®, CLTC®, RICP®
Partner, Senior Wealth Advisor

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Chad Broberg is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with over two decades of wealth management experience. He is passionate about developing and managing a tax reduction strategy for his clients in or nearing retirement that allows them to minimize the impact of taxes to their retirement dollars. Among many industry designations, Chad is a CERTIFIED FINANCIAL PLANNER® (CFP®) and has been recognized as a recipient of the Five Star Wealth Manager award. Prior to becoming a wealth advisor in 2001, Chad taught middle school math and graduated with degrees in Education and Math from Saint John’s University in Collegeville, MN. Outside of the office, he enjoys spending time traveling with his family, having family dinners, golfing, spending time at the lake, and coaching youth baseball and football.