Chad Broberg, BFA™, CASL®, CFP®, ChFC®, CLTC®, RICP®

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 on their retirement dollars. Among many industry designations, Chad is a CERTIFIED FINANCIAL PLANNER® 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 the office, he enjoys traveling with his family, gathering for family dinners, golfing, relaxing at the lake, and cheering on his favorite sports teams.