Professional Title...
Formal Education...
Licensure...
Community Involvement...
- Financial Services Provider (tax preparation, home loans, personal finance coaching)
Formal Education...
- UC Santa Barbara (Degree in Economics)
- Redondo Union High School
Licensure...
- Registered Tax Preparer (CTEC ID #A165525)
- Merchants Bonding Company #CA725903
- Mortgage Loan Originator (NMLS ID #276371)
- Real Estate License (License #00881415)
- Insurance License (License #0G32639)
Community Involvement...
- Volunteered with Saddleback Church Finance Ministry
- Active Supporter of Junior Achievement (financial literacy education for our youth)
Family...
Hobbies...
Affiliations...
Favorite Sports...
Favorite Pro Teams...
Other Points of Interest...
- Chad lives with his wife (Christina), son (Connor) and dog (Tanner).
Hobbies...
- Golf, Travel, Long Walks (with Christina, Connor, and Tanner!), Exercise...anything outdoors!
Affiliations...
- Member of Saddleback Church
Favorite Sports...
- Golf, Baseball, Football
Favorite Pro Teams...
- Dodgers, Ravens, Lakers
Other Points of Interest...
- Played 4 years of Division I Baseball at UC Santa Barbara (started every game all 4 years without missing a single game!)
- Inductee into the UC Santa Barbara Athletics Hall of Fame
- Played Pro Baseball for the Cleveland Indians Organization
- Completed the 2008 San Diego Rock N' Roll Marathon
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. He thrives on developing long lasting relationships with his clients and ensuring that they are in great hands.
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 professional business partners.
Important Life Qualities...
After graduating in four years at UC 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, hard work, and teamwork. Chad has carried these qualities with him in all walks of life.
Click here to read Chad's inspiring story of "Turning pain into passion"; learn why he is so determined to help others with personal finances.
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. He thrives on developing long lasting relationships with his clients and ensuring that they are in great hands.
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 professional business partners.
Important Life Qualities...
After graduating in four years at UC 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, hard work, and teamwork. Chad has carried these qualities with him in all walks of life.
Click here to read Chad's inspiring story of "Turning pain into passion"; learn why he is so determined to help others with personal finances.
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LICENSURE:
See Individual Profiles |
LOCATIONS:
Mission Viejo, CA Meridian, ID |
Copyright © 2022 Chad Peshke LLC, All rights reserved. NMLS #2244878. Material contained in this website is for informational purposes only and is not meant to be construed as direct financial advice for your specific situation. It's recommended that you consult with your own advisors for personalized financial guidance. Since we're not licensed attorneys, we cannot provide legal advice. As such, any info contained in this website should not be construed as direct legal advice. While Chad Peshke LCC is registered/approved with CA & ID, the trade name "CP" is not approved to be used in ID. This has no impact on our ability to legally do business in CA & ID as Chad Peshke LLC.