In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 17 years of experience in the financial services industry, his commitment to serving others has never wavered. He strives to provide clarity and focus on what matters most to people - their values, which ultimately dictate the basis and management of their investment portfolio. He enjoys working with clients as a team, helping them pursue their goals and serving as their trusted advisor.
As the President and Founder of Coe Financial Group, Chad embraces a values-based approach and focuses on the personal well-being and financial security of his clients. A universally recognized expert in wealth management strategies, he specializes in structuring programs based on a client’s personal values, goals, and risk tolerance. He works with clients to bridge the gap between where they are now and where they want to be in the future.
While serving a diverse client base, Chad works closely with executives and business professionals. A highly respected business coach and connector of businesspeople, he encourages and motivates 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.” A highly sought after keynote speaker, his keen insight into human interaction and how to make quality business connections is in great demand in today’s “Relationship Economy.” Through his Strategic Mastermind Groups, his 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 career goals.
Chad holds FINRA Series 6, 7, 24, 51, 63, and 65 securities registrations. An Investment Executive with First Allied Securities, he is a past member of First Allied Securities Representative Advisory Council. He is a Certified Wealth Strategist® (CWS®). He received his bachelor’s in business with an emphasis in finance from the University of Illinois at Chicago.
Chad’s passion for helping extends beyond the business and financial world. With a tremendous philanthropic spirit, Chad is the Founder and President of Special Kids Network, a fundraising arm for several charitable organizations that assist children with special needs. He also served on the Board of Trustees of Keshet, and on the Board of Directors of Rainbow. In his spare time, he enjoys auctioneering, and playing tennis and racquetball.