Broker Check
Charles (Chad) W. Seigler, CFP®

Charles (Chad) W. Seigler, CFP®

Certified Financial Planner

Chad began his career in investment banking in 2000 after graduating magna cum laude from Clemson University with a B.S. in Financial Management. He joined the firm in 2008 and holds the CFP designation, as well as his Series 7, 63, and 65 licenses. Additionally, Chad is a NFLPA Registered Player Financial Advisor. He specializes in serving individuals and small businesses with comprehensive financial planning services including investment management, risk management, retirement planning and college funding.

Chad resides in Charlotte with his wife, Tiffany, and 1 yr old son, Cal.  He remains active in Charlotte and his hometown of Rock Hill, SC. He continues to serve in his church, Grace Lutheran Church, where he served as past president of the church council and is currently on the board of the campus ministry program. Chad is also past president of the Charlotte West Rotary Club, currently sits on the board, and participates with his club in multiple programs to help local youth. 

Chad enjoys spending time with family, attending Clemson football games and other sporting events, and watching live music.

Chad also has a passion for helping and working with professional athletes. The issues they face in their financial plans can be much more demanding and challenging based on the longevity of their careers. Chad is a NFLPA Registered Player Financial Advisor.  You can learn more about this program and financial planning for professional athletes by following the link below.

What is the NFLPA Registered Player Financial Advisors Program and how does it help NFL players?

Click Here to learn more about the Financial Planning for Pro Athletes