The Wealth Consulting Group (WCG)
Para Planner, Advisor Resource Center
Bachelor of Arts, Economics
CA Insurance License #0K77881
Chad Williamson graduated from San Diego State University in 2016 with a Degree in Economics. While in school, Chad was the Vice President of the Financial Planning Association Student Chapter and a member of the Entrepreneur Society.
During his senior year Chad joined the WCG team under Fides Wealth Strategies as a Para planner Assistant and upon graduation he took on another role for The Wealth Consulting Group as a Para Planner.
Chad collaborates with a team to assist in developing strategic financial plans to help both individuals and businesses pursue their goals. The team can provide detailed reports addressing aspects such as retirement goals, education funding strategies, estate conservation strategies, along with many others.
In his free time, Chad enjoys golfing, practicing yoga, and traveling abroad with his friends and family.