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Cfp® Chad Williamson
CERTIFIED FINANCIAL PLANNER™ at Koa Wealth Management
Chad Williamson, CFP®, is a seasoned financial professional with a background in economics.
He holds a Bachelor of Arts degree in Economics from San Diego State University-California State University.
Chad currently serves as a CERTIFIED FINANCIAL PLANNER™ at Koa Wealth Management, bringing his expertise to assist clients in managing their wealth effectively.
Prior to his current role, he worked as a Client Service Associate at Koa Wealth Management, further honing his skills in client relations and financial services.
Additionally, Chad has experience as a Financial Planning Associate at The Wealth Consulting Group, where he gained valuable insights into financial planning strategies.
During his early career, he also served as a Financial Professional Associate Intern at Prudential Insurance Company of America, laying the foundation for his successful financial services career.
