Chad L.

Background

About Chad L.

For regulatory reasons connections are also under my other profile as Chad Coe chad@mastermindconnections.com Chad L. Coe, CWS®, is the Founder and President of COE FINANCIAL GROUP, INC, and is a universally recognized expert in wealth management strategies. Chad embraces a values-based approach and focuses on the personal well being and financial security of those he serves. He specializes in structuring programs based on personal values, objectives, and risk tolerance. Chad is equally adept at customizing and managing portfolios for estate preservation and optimization in times of transition. He has licenses Series 6, 7, 24, 51, 63, and 65 and is an Investment Executive with Cetera Advisors LLC. He also is an active member of the Cetera Advisors LLC Representative Advisory Council. Chad is imbued with tremendous philanthropic spirit. He is the Founder and President of Special Kids Network, a fundraising arm for several charitable organizations that assist children with special needs. Chad is also a highly respected business coach and connector of business people, encouraging and motivating others to assert themselves positively in the world and, ultimately, give back. He presides over several prominent networking groups and is the author of “The Power of Peopletizing: Networking Your Way To Financial Freedom.” Chad is a highly sought after keynote speaker whose keen insight into human interaction and making quality business connections is in great demand in today's "Relationship Economy." Through his Strategic Mastermind Groups, Chad's goal is to use his enthusiasm, passion, optimism and success strategies to inspire and empower others to joyfully live their greatest lives and achieve their goals. Securities offered through Cetera Advisors LLC, a Registered Broker/Dealer. Member: FINRA/SIPC. Advisory services offered through Cetera Advisors LLC, a Registered Investment Adviser.