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Chad
Personally...
Born/Raised:
Redondo
Beach, California
Currently
Resides:
Aliso
Viejo, California
Hobbies:
Golf,
Travel, Mountain Biking, Running,
Hiking...anything
outdoors !!
Favorite
Sports:
Baseball,
Golf
Favorite
Pro Teams:
Dodgers
(fanatic !!), Lakers
Other
Points of Interest:
Played
4 years of Division I Baseball
at UC Santa Barbara
(played every game all 4 years
without missing a single start !!)
Played
Pro Baseball for the Cleveland
Indians
Organization
Completed
a Marathon - 2008 San Diego Rock N' Roll Marathon
(Click Here for Fundraiser info)
Chad Professionally...
Education:
Attended
Redondo Union High
School
Attended
UC Santa Barbara & Earned
Bachelor's Degree in
Economics
Licensure:
Registered
Tax Preparer (CTEC ID #A165525)
CA
Real Estate License (License #00881415
CA
Insurance License (License #0G32639)
Affiliations:
Member
of Saddleback
Church in
Lake Forest, California
Community
Involvement:
Active
Supporter of Junior Achievement (JA)
(Click
Here for info about JA)
Active
in a number of other Charities and Community
Service
Projects in the Orange County area
More
About Chad...
Important
Life Qualities
After
graduating in four years at Santa Barbara, Chad was
fortunate to be drafted and have the opportunity
to play
professional baseball for the Cleveland Indians. Although
he
did not move on to play in the big leagues, sports taught
Chad
many valuable lessons in life...among the most important
were
integrity, hardwork,
and teamwork. Chad has carried these
qualities with him in all walks of life.
True
Passion For People
Chad
has a passion for helping others that drives him to
constantly
expand
his knowledge of personal finance. Chad's commitment
to
your finances is unparalleled. The result is that the
majority of his
business is by referral from satisfied clients
and trusted business
professional partners.
Dedication
to Relationships
Chad
takes great pride in guiding you through the entire
income tax
preparation and home loan process, so that you feel
confident as
you make choices about the options available for
your financial
strategies. Chad is ready to assist you each step of
the way today,
and in the future. He thrives on developing long lasting
relationships
with his clients and ensuring that they are in great
hands.
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