Chad joined Blankinship & Foster in 2022 as an Associate Financial Planner. Chad’s primary responsibilities include preparing client review packages, completing financial planning modules, providing support to advisors, and researching for various financial planning strategies and projects.
Prior to joining Blankinship & Foster, Chad worked as a Health Services Manager where he collaborated with various partners to coordinate long-term care services. Following his time in healthcare administration, Chad transitioned into the financial services industry to help provide financial planning resources for others.
In his free time, Chad enjoys spending time with his partner, Trish in the SF Bay Area. Together, they also enjoy family gatherings and all the home cooking!
What inspired you to work in the financial industry…
While working with the senior community in the healthcare industry, I experienced the detrimental impact financial burdens could have on individuals and their families. I wanted to help others avoid such situations by providing financial planning resources.
Tell us about your favorite hobby…
For over a decade, I have served as the commissioner of my fantasy football league and hopefully for many more years to come.
What sport(s) do you enjoy watching most?
I enjoy rooting for my beloved Sacramento Kings and San Francisco 49ers.